Seven Springs Wealth 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
Sell
2025
Q1
$213K Buy
2021
Q4
Sell
2021
Q3
$256K Hold
2021
Q2
$243K Buy
2021
Q1
$54K Sell
2020
Q4
$50K Buy
2020
Q3
$34K Hold
2020
Q2
$34K Hold
2020
Q1
$32K Hold
2019
Q4
$50K Buy