Beacon Bridge Wealth Partners’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 | $689K | Buy |
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|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $525K | Hold |
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $383K | Sell |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $321K | Buy |
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