Investmark Advisory 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 | $966K | Buy |
|
|||||
|
2025
Q2 | $887K | Buy |
|
|||||
|
2025
Q1 | $749K | Buy |
|
|||||
|
2024
Q4 | $730K | Sell |
|
|||||
|
2024
Q3 | $865K | Buy |
|
|||||
|
2024
Q2 | $821K | Sell |
|
|||||
|
2024
Q1 | $818K | Buy |
|
|||||
|
2023
Q4 | $693K | Sell |
|
|||||
|
2023
Q3 | $614K | Buy |
|
|||||
|
2023
Q2 | $585K | Sell |
|
|||||
|
2023
Q1 | $537K | Sell |
|
|||||
|
2022
Q4 | $578K | Buy |
|
|||||
|
2022
Q3 | $362K | Buy |
|
|||||
|
2022
Q2 | $345K | Buy |
|
|||||
|
2022
Q1 | $416K | Buy |
|
|||||
|
2021
Q4 | $480K | Buy |
|