NFP Retirement Inc’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
$1.15M Sell
2025
Q1
$1.04M Buy
2024
Q4
$975K Buy
2024
Q3
$809K Sell
2024
Q2
$987K Sell
2024
Q1
$989K Buy
2023
Q4
$767K Buy
2023
Q3
$626K Sell
2023
Q2
$655K Buy
2023
Q1
$586K Buy
2022
Q4
$401K Sell
2022
Q3
$482K Buy
2022
Q2
$512K Sell
2022
Q1
$630K Buy
2021
Q4
$517K Buy
2021
Q3
$533K Buy