Souders Financial Advisors’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 | $6.57M | Sell |
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|
2025
Q2 | $6.18M | Sell |
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|
2025
Q1 | $5.57M | Sell |
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|
2024
Q4 | $7.13M | Sell |
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|
2024
Q3 | $7.78M | Sell |
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|
2024
Q2 | $7.67M | Buy |
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|
2024
Q1 | $7.23M | Sell |
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|
2023
Q4 | $6.91M | Sell |
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|
2023
Q3 | $5.96M | Sell |
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|
2023
Q2 | $6.44M | Sell |
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|
2023
Q1 | $6.02M | Sell |
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|
2022
Q4 | $6.33M | Buy |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $4.95M | Buy |
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|
2022
Q1 | $4.91M | Sell |
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|
2021
Q4 | $5.73M | Buy |
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|
2021
Q3 | $5.56M | Buy |
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|
2021
Q2 | $5.1M | Sell |
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|
2021
Q1 | $5.08M | Sell |
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|
2020
Q4 | $4.46M | Buy |
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|
2020
Q3 | $4.08M | Sell |
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|
2020
Q2 | $3.31M | Buy |
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|
2020
Q1 | $2.65M | Buy |
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