Forum Financial Management’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 | $26.5M | Buy |
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|
2025
Q2 | $23.8M | Buy |
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|
2025
Q1 | $19.7M | Sell |
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|
2024
Q4 | $19.9M | Buy |
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|
2024
Q3 | $16.9M | Sell |
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|
2024
Q2 | $16.4M | Sell |
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|
2024
Q1 | $16.8M | Sell |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $8.94M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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