Swisher Financial Concepts’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
$831K Hold
2025
Q2
$764K Sell
2025
Q1
$671K Buy
2024
Q4
$505K Sell
2024
Q3
$562K Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.09M Sell
2023
Q4
$1.1M Buy