Fi3 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
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $951K | Buy |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $800K | Buy |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $613K | Hold |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $578K | Buy |
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