SageGuard Financial 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
Q4
$3.28M Buy
2021
Q3
Sell
2021
Q2
$214K Sell
2021
Q1
$407K Sell
2020
Q4
$354K Buy