Better Money Decisions’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 | $860K | Buy |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $167K | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $324K | Buy |
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