Financial Advisory Group’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
Q1 | $619K | Sell |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $526K | Sell |
|
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|
2023
Q1 | $483K | Buy |
|
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $265K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $21.5M | Buy |
|