Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $4.65M | Sell |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $3.95M | Sell |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $5.15M | Buy |
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|
2021
Q4 | $5.63M | Sell |
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|
2021
Q3 | $6.02M | Sell |
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|
2021
Q2 | $6.72M | Sell |
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|
2021
Q1 | $6.59M | Sell |
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|
2020
Q4 | $5.94M | Buy |
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