Symphony Financial’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 | $9.42M | Buy |
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|
2025
Q2 | $6.86M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $5.49M | Sell |
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|
2024
Q3 | $4.43M | Buy |
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|
2024
Q2 | $4M | Buy |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.96M | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $261K | Buy |
|