Sound View Wealth Advisors 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 | $18.4M | Buy |
|
|||||
|
2025
Q1 | $15.3M | Sell |
|
|||||
|
2024
Q4 | $15M | Sell |
|
|||||
|
2024
Q3 | $13.4M | Buy |
|
|||||
|
2024
Q2 | $11.4M | Sell |
|
|||||
|
2024
Q1 | $11.3M | Sell |
|
|||||
|
2023
Q4 | $10.7M | Buy |
|
|||||
|
2023
Q3 | $9.08M | Buy |
|
|||||
|
2023
Q2 | $8.54M | Sell |
|
|||||
|
2023
Q1 | $7.9M | Sell |
|
|||||
|
2022
Q4 | $10.7M | Buy |
|
|||||
|
2022
Q3 | $4.84M | Sell |
|
|||||
|
2022
Q2 | $5.53M | Buy |
|
|||||
|
2022
Q1 | $6.45M | Buy |
|
|||||
|
2021
Q4 | $7.21M | Buy |
|
|||||
|
2021
Q3 | $7.2M | Sell |
|
|||||
|
2021
Q2 | $6.9M | Sell |
|
|||||
|
2021
Q1 | $7.2M | Buy |
|
|||||
|
2020
Q4 | $5.63M | Sell |
|
|||||
|
2020
Q3 | $4.28M | Sell |
|
|||||
|
2020
Q2 | $4.54M | Buy |
|
|||||
|
2020
Q1 | $4.11M | Buy |
|
|||||
|
2019
Q4 | $6.09M | Sell |
|
|||||
|
2019
Q3 | $5.33M | Sell |
|
|||||
|
2019
Q2 | $5.22M | Buy |
|