Fiduciary Alliance’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 | $43.2M | Sell |
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|
2025
Q2 | $42.4M | Buy |
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|
2025
Q1 | $35.1M | Buy |
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|
2024
Q4 | $34M | Buy |
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|
2024
Q3 | $23.5M | Buy |
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|
2024
Q2 | $21.3M | Buy |
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|
2024
Q1 | $19.9M | Sell |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $15M | Buy |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $12.9M | Buy |
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