Roth Financial Partners’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 | $592K | Hold |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $245K | Buy |
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