Syverson Strege & Co’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
Q2 | $1.83M | Buy |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $226K | Buy |
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