Strategic Wealth Investment 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 | $1.85M | Buy |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $24.8M | Buy |
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|
2024
Q3 | $21M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $8.55M | Buy |
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|
2022
Q4 | $8.01M | Buy |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $5.12M | Buy |
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|
2022
Q1 | $4.95M | Buy |
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|
2021
Q4 | $4.76M | Buy |
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|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.37M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $872K | Sell |
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|
2019
Q4 | $1.49M | Buy |
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