Highland Financial 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
Q3 | $1.45M | Buy |
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|
2025
Q2 | $1.31M | Hold |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.4M | Hold |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $850K | Buy |
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|
2023
Q2 | $849K | Buy |
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|
2023
Q1 | $761K | Buy |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $792K | Buy |
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