Altus 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 | – | Sell |
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|
2025
Q1 | $827K | Buy |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $698K | Sell |
|
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $658K | Buy |
|
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $347K | Buy |
|
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $329K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $418K | Buy |
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