GoalVest Advisory’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 | $4.5M | Buy |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $175K | Hold |
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|
2022
Q3 | $137K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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