Sweet Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $787K | Sell |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $688K | Buy |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $888K | Buy |
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|
2022
Q1 | $760K | Buy |
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|
2021
Q4 | $343K | Buy |
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