FourThought Financial Partners’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
$22.9M Sell
2025
Q2
$21.5M Sell
2025
Q1
$18.6M Sell
2024
Q4
$18.7M Sell
2024
Q3
$16.7M Sell
2024
Q2
$16.3M Sell
2024
Q1
$16.2M Buy
2023
Q4
$13.6M Sell
2023
Q3
$11.8M Sell
2023
Q2
$11.8M Buy
2023
Q1
$10.5M Buy
2022
Q4
$8.77M Buy