Activest 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
$1.46M Sell
2025
Q1
$1.26M Buy
2024
Q4
$1.13M Sell
2024
Q3
$1.07M Buy
2024
Q2
$904K Buy
2024
Q1
$7.48K Sell
2023
Q4
$74.1K Buy
2023
Q3
$5.17K Sell
2023
Q2
$13.9K Buy
2023
Q1
$13.1K Sell
2022
Q4
$1.75M Sell
2022
Q3
$1.41M Buy
2022
Q2
$11K Buy
2022
Q1
$13K Buy
2021
Q4
$3K Sell
2021
Q3
$71K Buy
2021
Q2
$17K Sell
2021
Q1
$59K Buy