Intrua Financial’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
$2.42M Buy
2025
Q2
$1.99M Sell
2025
Q1
$1.79M Sell
2024
Q4
$1.76M Sell
2024
Q3
$1.59M Sell
2024
Q2
$1.72M Sell
2024
Q1
$2.57M Sell
2023
Q4
$3.06M Sell
2023
Q3
$2.91M Buy
2023
Q2
$2.9M Buy
2023
Q1
$2.26M Buy
2022
Q4
$1.39M Buy
2022
Q3
$1.05M Sell
2022
Q2
$1.57M Buy
2022
Q1
$1.81M Sell
2021
Q4
$2.39M Sell
2021
Q3
$2.74M Buy
2021
Q2
$2.31M Buy
2021
Q1
$2.15M Buy
2020
Q4
$1.65M Buy
2020
Q3
$1.48M Sell
2020
Q2
$2.16M Buy