Householder Group Estate & Retirement Specialist’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q1 | $948K | Buy |
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|
2022
Q4 | $924K | Sell |
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|
2022
Q3 | $722K | Sell |
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|
2022
Q2 | $849K | Buy |
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|
2022
Q1 | $972K | Buy |
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|
2021
Q4 | $1.13M | Buy |
|