Houlihan Financial Resource 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
Q3 | $528K | Sell |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $442K | Hold |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $13.1M | Buy |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $227K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $378K | Buy |
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