Goldstone Financial Group’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
$5.81M Buy
2025
Q1
$4.63M Buy
2024
Q4
$4.36M Sell
2024
Q3
$3.93M Buy
2024
Q2
$3.67M Sell
2024
Q1
$3.65M Sell
2023
Q4
$3.11M Buy
2023
Q3
$2.63M Sell
2023
Q2
$2.7M Buy
2023
Q1
$2.15M Buy