My Personal CFO LLC’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 | $561K | Sell |
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|
2025
Q2 | $844K | Hold |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $709K | Hold |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $595K | Sell |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $405K | Buy |
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