AMJ Financial 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 | $840K | Sell |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $694K | Sell |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $579K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.87M | Buy |
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|
2021
Q3 | $6.57M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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