Joule Financial’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 | $1.04M | Sell |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | $863K | Buy |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $723K | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $457K | Buy |
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