James J. Burns & Company’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 | $4.07M | Buy |
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|
2025
Q1 | $3.43M | Sell |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $364K | Buy |
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