Secure Asset Management’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
Q3 | $1.35M | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $986K | Sell |
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|
2024
Q4 | $3.71M | Buy |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.49M | Sell |
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|
2023
Q4 | $3.33M | Sell |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $3.74M | Sell |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $3.16M | Buy |
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|
2022
Q1 | $3.67M | Sell |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $3.28M | Buy |
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|
2021
Q2 | $2.84M | Buy |
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|
2021
Q1 | $2.73M | Buy |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $868K | Buy |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $743K | Buy |
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