Morris Financial Concepts’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 | $2.87M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.11M | Buy |
|
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|
2024
Q2 | $1.94M | Sell |
|
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|
2024
Q1 | $1.95M | Sell |
|
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|
2023
Q4 | $1.69M | Sell |
|
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.49M | Sell |
|
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|
2023
Q1 | $1.35M | Buy |
|
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.59M | Buy |
|