Financial Enhancement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Buy |
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|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $561K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $94K | Hold |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $153K | Sell |
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|
2021
Q3 | $167K | Sell |
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|
2021
Q2 | $165K | Sell |
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|
2021
Q1 | $172K | Sell |
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|
2020
Q4 | $185K | Buy |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $62K | Sell |
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|
2019
Q4 | $879K | Buy |
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|
2019
Q3 | $155K | Buy |
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|
2019
Q2 | $99K | Sell |
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|
2019
Q1 | $94K | Sell |
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|
2018
Q4 | $191K | Hold |
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|
2018
Q3 | $191K | Sell |
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|
2018
Q2 | $189K | Sell |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $212K | Buy |
|