Compton Wealth Advisory 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
Q3 | $8.77M | Sell |
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|
2025
Q2 | $8.34M | Buy |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $7.17M | Buy |
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|
2024
Q3 | $6.21M | Buy |
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|
2024
Q2 | $5.84M | Buy |
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|
2024
Q1 | $5.6M | Buy |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $3.54M | Buy |
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|
2023
Q2 | $3.42M | Sell |
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|
2023
Q1 | $3.11M | Sell |
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|
2022
Q4 | $3.34M | Buy |
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|
2022
Q3 | $2.59M | Sell |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.65M | Sell |
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|
2021
Q2 | $3.52M | Buy |
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|
2021
Q1 | $3.4M | Buy |
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|
2020
Q4 | $2.75M | Sell |
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|
2020
Q3 | $2.09M | Buy |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $3.19M | Sell |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $2.15M | Buy |
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|
2018
Q4 | $2.04M | Buy |
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