Brickley 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
$319K Buy
2025
Q2
$235K Buy
2022
Q1
Sell
2021
Q4
$203K Buy
2021
Q3
$202K Buy
2020
Q1
Sell
2019
Q4
$289K Buy
2019
Q3
$239K Sell
2019
Q2
$230K Buy