Family Investment Center’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
$612K Buy
2025
Q1
$265K Sell
2024
Q4
$548K Sell
2024
Q3
$510K Buy
2024
Q2
$300K Hold
2024
Q1
$297K Hold
2023
Q4
$252K Hold
2023
Q3
$215K Sell
2023
Q2
$246K Hold
2023
Q1
$221K Buy