Valtinson Bruner Financial Planning’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 | $470K | Buy |
|
|||||
|
2025
Q2 | $432K | Buy |
|
|||||
|
2025
Q1 | $347K | Sell |
|
|||||
|
2024
Q4 | $355K | Buy |
|
|||||
|
2024
Q3 | $302K | Buy |
|
|||||
|
2024
Q2 | $267K | Buy |
|
|||||
|
2024
Q1 | $262K | Buy |
|
|||||
|
2023
Q4 | $222K | Sell |
|
|||||
|
2023
Q3 | $224K | Buy |
|
|||||
|
2023
Q2 | $224K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $205K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $224K | Buy |
|
|||||
|
2021
Q3 | $241K | Sell |
|
|||||
|
2021
Q2 | $223K | Buy |
|
|||||
|
2021
Q1 | $224K | Sell |
|
|||||
|
2020
Q4 | $201K | Buy |
|