Morling 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 | $572K | Sell |
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|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $172K | Hold |
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|
2022
Q2 | $186K | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $261K | Buy |
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