Sound Income Strategies’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 | $3.39M | Sell |
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|
2025
Q2 | $3.26M | Buy |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $753K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $136K | Buy |
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|
2019
Q4 | $70K | Buy |
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|
2019
Q3 | $53K | Sell |
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|
2019
Q2 | $57K | Buy |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $20K | Buy |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $25K | Buy |
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