Summit Wealth 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
Q3 | $868K | Sell |
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|
2025
Q2 | $807K | Buy |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $2K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $505K | Sell |
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|
2021
Q3 | $584K | Buy |
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|
2021
Q2 | $533K | Buy |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $321K | Buy |
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|
2020
Q1 | $285K | Hold |
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|
2019
Q4 | $442K | Buy |
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