Alaethes Wealth’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 | $4.05M | Buy |
|
|||||
|
2025
Q1 | $3.4M | Sell |
|
|||||
|
2024
Q4 | $3.33M | Buy |
|
|||||
|
2024
Q3 | $2.91M | Sell |
|
|||||
|
2024
Q2 | $3.07M | Sell |
|
|||||
|
2024
Q1 | $3.06M | Sell |
|
|||||
|
2023
Q4 | $2.6M | Sell |
|
|||||
|
2023
Q3 | $2.22M | Sell |
|
|||||
|
2023
Q2 | $2.23M | Sell |
|
|||||
|
2023
Q1 | $2.15M | Buy |
|
|||||
|
2022
Q4 | $2.06M | Sell |
|
|||||
|
2022
Q3 | $2.21M | Buy |
|
|||||
|
2022
Q2 | $2.31M | Sell |
|
|||||
|
2022
Q1 | $3.15M | Buy |
|
|||||
|
2021
Q4 | $3.4M | Buy |
|
|||||
|
2021
Q3 | $3.25M | Buy |
|
|||||
|
2021
Q2 | $2.88M | Buy |
|
|||||
|
2021
Q1 | $2.75M | Buy |
|