DHJJ Financial Advisors’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 | $587K | Sell |
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|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | $241K | Buy |
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