Act 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 | $286K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $341K | Hold |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $315K | Buy |
|