Abacus Wealth Partners’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 | $867K | Buy |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $577K | Sell |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $512K | Hold |
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|
2021
Q1 | $501K | Buy |
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|
2020
Q4 | $377K | Buy |
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