Financial Security Advisor’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
Q2
$775K Buy
2025
Q1
$612K Buy
2024
Q4
$596K Sell
2024
Q3
$602K Buy
2024
Q2
$502K Buy
2024
Q1
$496K Sell
2023
Q4
$455K Buy
2023
Q3
$367K Buy