Strategic Investment Solutions’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
$505K Sell
2025
Q1
$569K Buy
2024
Q4
$437K Buy
2024
Q3
$406K Hold
2024
Q2
$399K Buy
2023
Q4
$383K Sell
2023
Q3
$13.4M Buy
2023
Q2
$192K Sell
2023
Q1
$283K Sell
2022
Q4
$337K Buy