Financial Strategies 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
Q2 | $9.19M | Buy |
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|
2025
Q1 | $7.16M | Sell |
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|
2024
Q4 | $7.61M | Sell |
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|
2024
Q3 | $7.35M | Buy |
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|
2024
Q2 | $6.85M | Buy |
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|
2024
Q1 | $5.71M | Buy |
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|
2023
Q4 | $4.24M | Buy |
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|
2023
Q3 | $3.19M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $365K | Buy |
|