Accurate 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 | $9.99M | Buy |
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|
2025
Q1 | $7.68M | Buy |
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|
2024
Q4 | $7.45M | Sell |
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|
2024
Q3 | $6.94M | Buy |
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|
2024
Q2 | $5.94M | Buy |
|
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|
2024
Q1 | $5.02M | Buy |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $3.82M | Buy |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $2.92M | Buy |
|
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|
2022
Q4 | $2.99M | Buy |
|
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|
2022
Q3 | $2.71M | Buy |
|
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.42M | Buy |
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