McClarren 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 | $345K | Buy |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $433 | Sell |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $179K | Buy |
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|
2023
Q3 | $152K | Buy |
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|
2023
Q2 | $151K | Buy |
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|
2023
Q1 | $82K | Buy |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $86K | Hold |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $58K | Buy |
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