SS&H 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 | $33.3M | Hold |
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|
2025
Q2 | $30.6M | Buy |
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|
2025
Q1 | $25.9M | Sell |
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|
2024
Q4 | $25.5M | Hold |
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|
2024
Q3 | $22.5M | Buy |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $21.2M | Sell |
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|
2023
Q4 | $18.2M | Sell |
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|
2023
Q3 | $15.5M | Buy |
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|
2023
Q1 | $14.1M | Buy |
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|
2022
Q4 | $13.9M | Hold |
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|
2022
Q3 | $10.8M | Hold |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $14.1M | Buy |
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