Second Half Financial Partners’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 | $1.24M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $3.18M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $4.08M | Sell |
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|
2024
Q1 | $4.17M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $3.09M | Sell |
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|
2023
Q2 | $3.87M | Buy |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $445K | Buy |
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