Glass Jacobson Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Buy
2025 Q1	$53.2K	Hold
2024 Q4	$53.2K	Buy
2024 Q3	$33.1K	Hold
2024 Q2	$31.8K	Sell
2024 Q1	$125K	Hold
2023 Q4	$106K	Sell
2023 Q3	$507K	Buy
2023 Q2	$482K	Buy
2022 Q4	$445K	Buy