9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.18M | Sell |
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|
2024
Q2 | $6.12M | Sell |
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|
2024
Q1 | $6.12M | Buy |
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|
2023
Q4 | $5.13M | Sell |
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|
2023
Q3 | $4.38M | Buy |
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|
2023
Q2 | $4.31M | Buy |
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|
2023
Q1 | $3.77M | Sell |
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.83M | Buy |
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|
2021
Q4 | $4.29M | Buy |
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|
2021
Q3 | $4.22M | Sell |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.85M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $2.18M | Sell |
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|
2020
Q2 | $2.16M | Buy |
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|
2020
Q1 | $2.11M | Buy |
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|
2019
Q4 | $2.94M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.25M | Buy |
|