Cynosure 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 | $4.01M | Sell |
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|
2025
Q2 | $4.55M | Buy |
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|
2025
Q1 | $3.75M | Buy |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.38M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $1.06M | Hold |
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|
2019
Q3 | $897K | Sell |
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|
2019
Q2 | $1.15M | Buy |
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