Safeguard Investment Advisory 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 | $1.25M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $126K | Buy |
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