Johnson Financial Group LLC (Colorado)’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
$567K Sell
2025
Q1
$669K Buy
2022
Q1
Sell
2021
Q4
$667K Buy
2021
Q3
$644K Sell
2021
Q2
$713K Buy
2021
Q1
$528K Buy
2018
Q1
$726K Sell
2017
Q4
$883K Sell
2017
Q3
$944K Buy
2017
Q2
$825K Sell
2017
Q1
$802K Sell
2016
Q4
$1.28M Buy