44 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
Q2 | $3.21M | Buy |
|
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|
2025
Q1 | $2.71M | Sell |
|
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|
2024
Q4 | $2.66M | Sell |
|
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|
2024
Q3 | $2.6M | Buy |
|
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|
2023
Q2 | $1.55M | Sell |
|
|||||
|
2023
Q1 | $1.52M | Sell |
|
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|
2022
Q4 | $1.72M | Buy |
|
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|
2022
Q3 | $1.22M | Sell |
|
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|
2022
Q2 | $1.31M | Buy |
|
|||||
|
2022
Q1 | $1.35M | Sell |
|
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|
2021
Q4 | $2.32M | Sell |
|
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|
2021
Q3 | $2.62M | Sell |
|
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|
2021
Q2 | $2.49M | Sell |
|
|||||
|
2021
Q1 | $2.55M | Sell |
|
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|
2020
Q4 | $2.23M | Buy |
|