Goldstein 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
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | $805K | Buy |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $519K | Buy |
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