Fiduciary Planning’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 | $1.49M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $990K | Buy |
|
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $918K | Buy |
|
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|
2023
Q4 | $779K | Sell |
|
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.84M | Buy |
|
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|
2023
Q1 | $1.64M | Buy |
|
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|
2022
Q4 | $1.68M | Buy |
|
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|
2022
Q3 | $1.3M | Buy |
|
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|
2022
Q2 | $1.38M | Buy |
|
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $2.3M | Buy |
|
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $923K | Buy |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $389K | Hold |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $544K | Buy |
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