1900 Wealth Management’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 | $2.93M | Sell |
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|
2025
Q2 | $2.85M | Sell |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $4.42M | Sell |
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|
2024
Q3 | $4.4M | Sell |
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|
2024
Q2 | $5.09M | Sell |
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|
2024
Q1 | $6.61M | Sell |
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|
2023
Q4 | $5.94M | Sell |
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|
2023
Q3 | $5.14M | Sell |
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|
2023
Q2 | $6.1M | Sell |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $5.48M | Buy |
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|
2022
Q3 | $4.25M | Sell |
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|
2022
Q2 | $4.58M | Sell |
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $6.45M | Buy |
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|
2021
Q3 | $6.21M | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $413 | Buy |
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