Snider Financial 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
Q3 | $5.46M | Sell |
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|
2025
Q2 | $5.03M | Sell |
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|
2025
Q1 | $4.28M | Sell |
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|
2024
Q4 | $4.35M | Sell |
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|
2024
Q3 | $3.83M | Sell |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $3.69M | Buy |
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|
2023
Q4 | $3.11M | Buy |
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|
2023
Q3 | $2.56M | Buy |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.31M | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $405K | Buy |
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