Coston McIsaac & Partners’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 | $277K | Sell |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $261 | Hold |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $184K | Buy |
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|
2023
Q1 | $164K | Buy |
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|
2022
Q4 | $162 | Buy |
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|
2022
Q3 | $126K | Buy |
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|
2022
Q2 | $136K | Buy |
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