Howard Capital Management 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
$64.8M Sell
2025
Q2
$59.7M Sell
2025
Q1
$51.1M Sell
2024
Q4
$50.7M Buy
2024
Q3
$44.6M Sell
2024
Q2
$43M Sell
2024
Q1
$42.8M Buy
2023
Q4
$35.9M Buy
2023
Q3
$30.3M Buy
2023
Q2
$30.2M Sell
2023
Q1
$27.1M Sell
2022
Q4
$28M Sell
2022
Q3
$21.9M Buy
2022
Q2
$23.6M Sell
2022
Q1
$28.8M Sell
2021
Q4
$33.5M Sell
2021
Q3
$34.9M Buy
2021
Q2
$33M Sell
2021
Q1
$32.4M Buy