Compton Financial Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Hold
2025
Q1
$515K Hold
2024
Q4
$503K Hold
2024
Q3
$442K Hold
2024
Q2
$424K Sell
2024
Q1
$434K Sell
2023
Q4
$373K Buy
2023
Q3
$314K Hold
2023
Q2
$315K Hold
2023
Q1
$282K Buy
2022
Q4
$281K Hold
2022
Q3
$219K Hold
2022
Q2
$236K Hold
2022
Q1
$286K Hold
2021
Q4
$332K Hold
2021
Q3
$343K Hold
2021
Q2
$326K Hold
2021
Q1
$319K Hold
2020
Q4
$293K Buy