Toth Financial Advisory’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 | $565K | Buy |
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|
2025
Q2 | $518K | Buy |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $358K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $193K | Sell |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $158K | Buy |
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $140K | Buy |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $267K | Buy |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $200K | Buy |
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