High Net Worth Advisory 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 | $2.95M | Sell |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.65M | Buy |
|
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.17M | Sell |
|
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.19M | Buy |
|
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $2.3M | Sell |
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|
2021
Q4 | $2.83M | Buy |
|