Safeguard Financial’s JPMorgan Chase JPM Stock Holding History

Safeguard Financial’s Portfolio JPM Stock Details JPM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.01M	Buy
2024 Q4	$970K	Buy
2024 Q3	$848K	Buy
2024 Q2	$692K	Buy
2024 Q1	$275K	Sell
2023 Q4	$365K	Buy
2023 Q3	$240K	Buy
2023 Q2	$188K	Buy
2022 Q2	–	Sell
2022 Q1	$237K	Buy