Investment 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
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $539K | Buy |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $357K | Hold |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $406K | Buy |
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