AllSquare 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 | $1.86M | Sell |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.47M | Hold |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $995K | Hold |
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|
2023
Q1 | $944K | Buy |
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|
2022
Q4 | $880K | Hold |
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|
2022
Q3 | $686K | Hold |
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|
2022
Q2 | $739K | Hold |
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|
2022
Q1 | $895K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $949K | Sell |
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|
2020
Q3 | $804K | Hold |
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|
2020
Q2 | $786K | Buy |
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|
2020
Q1 | $692K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $982K | Sell |
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|
2019
Q2 | $953K | Sell |
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|
2019
Q1 | $949K | Sell |
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|
2018
Q4 | $934K | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $1.05M | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $939K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $870K | Buy |
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|
2016
Q4 | $828K | Sell |
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|
2016
Q3 | $641K | Buy |
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|
2016
Q2 | $589K | Sell |
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|
2016
Q1 | $603K | Buy |
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|
2015
Q4 | $580K | Buy |
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|
2015
Q3 | $499K | Buy |
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|
2015
Q2 | $541K | Buy |
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|
2015
Q1 | $467K | Buy |
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|
2014
Q4 | $482K | Buy |
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