Birchcreek 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
Q2 | $1.97M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $985K | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $737K | Buy |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $757K | Buy |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $859K | Buy |
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|
2020
Q4 | $707K | Buy |
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