Financial Council’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 | $1.76M | Buy |
|
|||||
|
2025
Q2 | $1.61M | Hold |
|
|||||
|
2025
Q1 | $1.36M | Sell |
|
|||||
|
2024
Q4 | $1.34M | Hold |
|
|||||
|
2024
Q3 | $1.18M | Sell |
|
|||||
|
2024
Q2 | $1.19M | Sell |
|
|||||
|
2024
Q1 | $1.23M | Sell |
|
|||||
|
2023
Q4 | $1.1M | Buy |
|
|||||
|
2023
Q3 | $846K | Sell |
|
|||||
|
2023
Q2 | $881K | Sell |
|
|||||
|
2023
Q1 | $809K | Sell |
|
|||||
|
2022
Q4 | $893K | Hold |
|
|||||
|
2022
Q3 | $696K | Buy |
|
|||||
|
2022
Q2 | $501K | Buy |
|
|||||
|
2022
Q1 | $378K | Hold |
|
|||||
|
2021
Q4 | $439K | Sell |
|
|||||
|
2021
Q3 | $466K | Buy |
|