Blodgett Wealth Advisors’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 | $3.23M | Buy |
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|
2025
Q1 | $2.7M | Buy |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.73M | Buy |
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