4J 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
$310K Buy
2025
Q1
$261K Buy
2024
Q4
$223K Sell
2024
Q3
$233K Sell
2024
Q2
$253K Buy
2024
Q1
$251K Hold
2023
Q4
$213K Buy