Nalls Sherbakoff Group’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
Q4
$446K Sell
2025
Q3
$752K Hold
2025
Q2
$691K Buy
2025
Q1
$525K Buy
2023
Q4
$359K Hold
2023
Q3
$306K Sell
2023
Q2
$329K Sell
2023
Q1
$318K Buy
2018
Q4
$266K Buy