Abound 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 | $1.12M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $691K | Buy |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $173K | Sell |
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|
2023
Q2 | $175K | Buy |
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|
2023
Q1 | $139K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $98.9K | Buy |
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|
2022
Q2 | $93.5K | Sell |
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|
2022
Q1 | $115K | Sell |
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|
2021
Q4 | $148K | Buy |
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