Beverly Hills 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
Q2 | $15.6M | Sell |
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|
2025
Q1 | $13.3M | Sell |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $9.72M | Buy |
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|
2024
Q2 | $9.06M | Buy |
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|
2024
Q1 | $8.32M | Buy |
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|
2023
Q4 | $6.93M | Buy |
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|
2023
Q3 | $5.71M | Sell |
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|
2023
Q2 | $9.24M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $3.15M | Buy |
|