SFG Wealth 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
Q2 | $666K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $242K | Buy |
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