Journey 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 | $21.7M | Buy |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $14.4M | Hold |
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|
2024
Q3 | $14.4M | Sell |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $8.8M | Buy |
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|
2022
Q4 | $8.41M | Buy |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $5.28M | Buy |
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|
2022
Q1 | $4.88M | Buy |
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|
2021
Q4 | $5.42M | Buy |
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|
2021
Q3 | $5.14M | Buy |
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|
2021
Q2 | $4.81M | Buy |
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|
2021
Q1 | $4.46M | Buy |
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|
2020
Q4 | $3.66M | Buy |
|