Absher 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 | $32.2M | Sell |
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|
2025
Q1 | $28.9M | Buy |
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|
2024
Q4 | $27.8M | Sell |
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|
2024
Q3 | $27.3M | Sell |
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|
2024
Q2 | $26.4M | Sell |
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|
2024
Q1 | $28.1M | Sell |
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|
2023
Q4 | $24.7M | Sell |
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|
2023
Q3 | $22.3M | Buy |
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|
2023
Q2 | $21.8M | Buy |
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|
2023
Q1 | $19.4M | Sell |
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|
2022
Q4 | $28.5M | Buy |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $23M | Buy |
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|
2021
Q4 | $21.4M | Buy |
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|
2021
Q3 | $22M | Sell |
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|
2021
Q2 | $22.1M | Buy |
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|
2021
Q1 | $20.8M | Sell |
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|
2020
Q4 | $17.4M | Buy |
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|
2020
Q3 | $12.6M | Buy |
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|
2020
Q2 | $12.2M | Buy |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $16M | Buy |
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