Stonebridge Financial Planning 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 | $663K | Sell |
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|
2025
Q1 | $628K | Buy |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $162K | Sell |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $133K | Hold |
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|
2020
Q3 | $107K | Sell |
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|
2020
Q2 | $158K | Sell |
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|
2020
Q1 | $170K | Buy |
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|
2019
Q4 | $237K | Buy |
|