SC&H Financial Advisors’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 | $2.03M | Sell |
|
|||||
|
2025
Q1 | $1.75M | Hold |
|
|||||
|
2024
Q4 | $1.71M | Buy |
|
|||||
|
2024
Q3 | $1.51M | Sell |
|
|||||
|
2024
Q2 | $1.51M | Buy |
|
|||||
|
2024
Q1 | $1.46M | Sell |
|
|||||
|
2023
Q4 | $1.29M | Sell |
|
|||||
|
2023
Q3 | $1.1M | Sell |
|
|||||
|
2023
Q2 | $1.11M | Buy |
|
|||||
|
2023
Q1 | $897K | Buy |
|
|||||
|
2022
Q4 | $906K | Sell |
|
|||||
|
2022
Q3 | $720K | Sell |
|
|||||
|
2022
Q2 | $869K | Sell |
|
|||||
|
2022
Q1 | $1.15M | Sell |
|
|||||
|
2021
Q4 | $1.34M | Buy |
|