Halter Ferguson Financial’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
$359K Sell
2025
Q2
$346K Buy
2025
Q1
$274K Sell
2024
Q4
$316K Sell
2024
Q3
$289K Buy
2024
Q2
$275K Sell
2024
Q1
$343K Sell
2023
Q4
$301K Buy