Retirement Planning Company of New England’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 | $1.51M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $917K | Buy |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $886K | Sell |
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|
2023
Q4 | $2.03M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $717K | Buy |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $612K | Buy |
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