Pathway Financial Advisers’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
$9.18M Buy
2025
Q1
$7.71M Sell
2024
Q4
$7.81M Buy
2024
Q3
$6.85M Sell
2024
Q2
$6.96M Sell
2024
Q1
$6.94M Sell
2023
Q4
$6.23M Buy
2023
Q3
$5.29M Buy
2023
Q1
$4.7M Sell
2022
Q4
$4.85M Buy