S.E.E.D. Planning 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 | $3.4M | Sell |
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|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $2.79M | Sell |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.63M | Buy |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $255K | Buy |
|