Bradley & Co Private 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 | $12.3M | Sell |
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|
2025
Q2 | $11.4M | Sell |
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|
2025
Q1 | $9.77M | Sell |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q2 | $8.31M | Sell |
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|
2024
Q1 | $8.4M | Buy |
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|
2023
Q4 | $6.84M | Sell |
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|
2023
Q3 | $5.88M | Sell |
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|
2023
Q2 | $6.01M | Buy |
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|
2023
Q1 | $5.25M | Sell |
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|
2022
Q4 | $5.98M | Buy |
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|
2022
Q3 | $4.54M | Buy |
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|
2022
Q2 | $4.73M | Buy |
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|
2022
Q1 | $5.6M | Buy |
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|
2021
Q4 | $5.77M | Buy |
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|
2021
Q3 | $5.77M | Buy |
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|
2021
Q2 | $5.28M | Buy |
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|
2021
Q1 | $5.13M | Buy |
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