Game Plan Financial Advisors’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
$5.5M Buy
2025
Q2
$5.02M Buy
2025
Q1
$4.12M Hold
2024
Q4
$4.03M Buy
2024
Q3
$3.54M Sell
2024
Q2
$3.41M Sell
2024
Q1
$3.55M Buy
2023
Q4
$2.91M Buy
2022
Q4
$2.15M Hold
2022
Q3
$1.68M Buy
2022
Q2
$1.79M Sell
2022
Q1
$2.21M Hold
2021
Q4
$2.57M Buy
2021
Q3
$2.57M Hold
2021
Q2
$2.44M Buy
2021
Q1
$2.39M Hold
2020
Q4
$1.98M Buy
2020
Q3
$1.46M Buy
2020
Q2
$1.39M Sell
2020
Q1
$1.34M Buy
2019
Q4
$1.79M Buy