Intrepid Financial Planning 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
Q2 | $6.48M | Buy |
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|
2025
Q1 | $5.46M | Buy |
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|
2024
Q4 | $5.34M | Buy |
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|
2024
Q3 | $4.67M | Sell |
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|
2024
Q2 | $4.51M | Buy |
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|
2024
Q1 | $4.43M | Buy |
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|
2023
Q4 | $3.76M | Hold |
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|
2023
Q3 | $3.2M | Hold |
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|
2023
Q2 | $3.21M | Buy |
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|
2023
Q1 | $2.87M | Sell |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.48M | Buy |
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