DecisionPoint Financial’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 | $197K | Hold |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $146K | Hold |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $130K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $90.2K | Buy |
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|
2023
Q2 | $88.7K | Sell |
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|
2023
Q1 | $82.5K | Buy |
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|
2022
Q4 | $81.8K | Buy |
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