Ameliora 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 | $4.57M | Sell |
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|
2025
Q1 | $5.65M | Hold |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $4.39M | Sell |
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|
2024
Q1 | $4.59M | Sell |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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