Beaird Harris 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 | $715K | Buy |
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|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $192K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $186K | Sell |
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|
2021
Q4 | $220K | Buy |
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