Brady Family 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 | $6.02M | Buy |
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|
2025
Q2 | $3.83M | Sell |
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|
2025
Q1 | $3.25M | Sell |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.92M | Buy |
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