Kozak & Associates’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 | $2.06M | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $978K | Buy |
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|
2022
Q1 | $910K | Hold |
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|
2021
Q4 | $910K | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2020
Q4 | $698K | Buy |
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