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
Q3 | $521K | Sell |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $406K | Hold |
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|
2024
Q2 | $399K | Buy |
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|
2023
Q4 | $383K | Sell |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $192K | Sell |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $337K | Buy |
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