Altus Wealth Group’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 | $2.22M | Sell |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $986K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $844K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $917K | Sell |
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|
2021
Q1 | $917K | Buy |
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|
2020
Q4 | $697K | Buy |
|