Strategic Family Wealth Counselors’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 | $1.64M | Buy |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.29M | Buy |
|
|||||
|
2024
Q3 | $1.02M | Buy |
|
|||||
|
2024
Q2 | $729K | Buy |
|
|||||
|
2024
Q1 | $712K | Buy |
|
|||||
|
2023
Q4 | $603K | Buy |
|
|||||
|
2023
Q3 | $513K | Sell |
|
|||||
|
2023
Q2 | $516K | Buy |
|
|||||
|
2023
Q1 | $381K | Buy |
|
|||||
|
2022
Q4 | $391K | Buy |
|
|||||
|
2022
Q3 | $293K | Buy |
|
|||||
|
2022
Q2 | $302K | Buy |
|
|||||
|
2022
Q1 | $354K | Hold |
|
|||||
|
2021
Q4 | $412K | Hold |
|
|||||
|
2021
Q3 | $426K | Buy |
|
|||||
|
2021
Q2 | $249K | Hold |
|
|||||
|
2021
Q1 | $244K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $200K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $315K | Buy |
|
|||||
|
2019
Q3 | $265K | Buy |
|
|||||
|
2019
Q2 | $251K | Buy |
|
|||||
|
2019
Q1 | $227K | Buy |
|
|||||
|
2018
Q4 | $219K | Buy |
|