ICA Group Wealth Management’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
Q2
$150K Sell
2024
Q1
$1.26M Buy
2023
Q4
$1.05M Buy
2023
Q3
$854K Sell
2023
Q2
$880K Sell
2023
Q1
$3.14M Buy
2022
Q4
$3.19M Sell
2022
Q3
$2.77M Sell
2022
Q2
$3.15M Buy
2022
Q1
$3.42M Buy