BIP 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
Q3 | $2.3M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $814K | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $381K | Buy |
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