Paladin Advisory 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
Q3 | $878K | Sell |
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|
2025
Q2 | $812K | Hold |
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|
2025
Q1 | $687K | Hold |
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|
2024
Q4 | $672K | Hold |
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|
2024
Q3 | $591K | Hold |
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|
2024
Q2 | $576K | Hold |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $622K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | – | Hold |
|