Austin Private Wealth’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 | $3.21M | Sell |
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|
2025
Q2 | $2.96M | Buy |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $882K | Buy |
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|
2022
Q4 | $785K | Buy |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $796K | Sell |
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|
2021
Q3 | $897K | Buy |
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|
2021
Q2 | $784K | Sell |
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|
2021
Q1 | $814K | Sell |
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|
2020
Q4 | $681K | Buy |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $372K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $458K | Buy |
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