BigSur 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 | $11.5M | Sell |
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|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $9.49M | Buy |
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|
2024
Q4 | $8M | Sell |
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|
2024
Q3 | $7.44M | Buy |
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|
2024
Q2 | $6.73M | Buy |
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|
2024
Q1 | $6.04M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.18M | Hold |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.66M | Hold |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $2.55M | Hold |
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.31M | Sell |
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|
2019
Q1 | $2.27M | Sell |
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|
2018
Q4 | $2.56M | Buy |
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|
2018
Q3 | $2.86M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $1.53M | Sell |
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|
2017
Q3 | $1.45M | Hold |
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|
2017
Q2 | $1.42M | Hold |
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|
2017
Q1 | $1.31M | Sell |
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|
2016
Q4 | $1.39M | Buy |
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