Level Financial Advisors’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
Q3 | $897K | Buy |
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|
2025
Q2 | $501K | Hold |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $282K | Buy |
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