Stiles Financial Services’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 | $4.19M | Buy |
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|
2025
Q2 | $3.59M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $981K | Buy |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $863K | Sell |
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|
2022
Q3 | $689K | Buy |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $653K | Buy |
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