Vishria Bird Financial Group’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 | $555K | Buy |
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|
2025
Q1 | $467K | Hold |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $314K | Hold |
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|
2018
Q2 | $290K | Buy |
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