JMG Financial 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 | – | Sell |
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|
2025
Q2 | $389K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $408K | Hold |
|
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $251K | Sell |
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|
2019
Q2 | $307K | Buy |
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