Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.22M | Buy |
|
|||||
|
2024
Q2 | $2.09M | Buy |
|
|||||
|
2024
Q1 | $2M | Buy |
|
|||||
|
2023
Q4 | $1.63M | Buy |
|
|||||
|
2023
Q3 | $1.31M | Buy |
|
|||||
|
2023
Q2 | $1.27M | Buy |
|
|||||
|
2023
Q1 | $1.13M | Buy |
|
|||||
|
2022
Q4 | $1M | Buy |
|
|||||
|
2022
Q3 | $770K | Buy |
|
|||||
|
2022
Q2 | $773K | Buy |
|
|||||
|
2022
Q1 | $751K | Buy |
|
|||||
|
2021
Q4 | $720K | Buy |
|
|||||
|
2021
Q3 | $705K | Sell |
|
|||||
|
2021
Q2 | $682K | Sell |
|
|||||
|
2021
Q1 | $718K | Sell |
|
|||||
|
2020
Q4 | $722K | Buy |
|