McGowan Group Asset Management’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 | $478K | Buy |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $462K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $205K | Buy |
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