Family Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$400K Buy
2024
Q2
$383K Buy
2024
Q1
$350K Buy
2023
Q4
$291K Buy
2023
Q3
$219K Hold
2023
Q2
$220K Buy
2023
Q1
Sell
2022
Q4
$213K Buy