Axim Planning & 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
Q2 | $524K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $697K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $258K | Buy |
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