Consolidated Planning Corp’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 | $17M | Sell |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $8.68M | Buy |
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|
2023
Q3 | $7.11M | Buy |
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|
2023
Q2 | $5.69M | Buy |
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|
2023
Q1 | $4.63M | Buy |
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|
2022
Q4 | $4.43M | Buy |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $676K | Sell |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $383K | Buy |
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