Angeles 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
Q3 | $9.07M | Buy |
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|
2025
Q2 | $5.18M | Sell |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $4.3M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.85M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $947K | Buy |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $632K | Buy |
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