Schiavi & Co’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
$531K Hold
2025
Q1
$450K Hold
2024
Q4
$439K Sell
2024
Q3
$387K Buy
2024
Q2
$371K Sell
2024
Q1
$370K Hold
2023
Q4
$314K Hold
2023
Q3
$268K Hold
2023
Q2
$269K Sell
2023
Q1
$247K Buy