SageView 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
Q2 | $13.6M | Buy |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $6.89M | Sell |
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|
2024
Q2 | $8.61M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.58M | Buy |
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|
2023
Q3 | $4.77M | Sell |
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|
2023
Q2 | $4.84M | Buy |
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|
2023
Q1 | $3.97M | Buy |
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|
2022
Q4 | $2.72M | Buy |
|