Strategic Financial Concepts’s JPMorgan Chase JPM Stock Holding History

Strategic Financial Concepts’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$911K	Sell
2025 Q2	$860K	Buy
2025 Q1	$554K	Buy
2024 Q4	$548K	Buy
2024 Q3	$219K	Sell
2024 Q2	$349K	Buy
2024 Q1	$393K	Buy
2023 Q4	–	Sell
2023 Q3	$318K	Buy
2023 Q2	$292K	Buy
2023 Q1	$237K	Buy