Sweeney & Michel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.38M | Buy |
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|
2025
Q4 | $5.32M | Sell |
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|
2025
Q3 | $5.38M | Sell |
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|
2025
Q2 | $5.18M | Sell |
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|
2025
Q1 | $3.95M | Buy |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $4.39M | Sell |
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|
2024
Q1 | $4.32M | Buy |
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|
2023
Q3 | $3.12M | Sell |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $3.19M | Buy |
|