tru Independence’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 | $8.24M | Sell |
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|
2025
Q1 | $7.11M | Sell |
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|
2024
Q4 | $7.01M | Sell |
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|
2024
Q3 | $6.51M | Sell |
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|
2024
Q2 | $7.58M | Sell |
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|
2024
Q1 | $7.55M | Sell |
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|
2023
Q4 | $6.6M | Sell |
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|
2023
Q3 | $5.7M | Buy |
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|
2023
Q2 | $5.72M | Buy |
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|
2023
Q1 | $5.1M | Sell |
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|
2022
Q4 | $5.36M | Buy |
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|
2022
Q3 | $4.11M | Buy |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $4.03M | Buy |
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|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.29M | Sell |
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|
2021
Q1 | $4.99M | Sell |
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|
2020
Q4 | $38.5K | Sell |
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|
2020
Q3 | $5.17M | Sell |
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|
2020
Q2 | $5.86K | Buy |
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|
2020
Q1 | $5.57K | Sell |
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|
2019
Q4 | $11.9M | Buy |
|