Buck Wealth Strategies’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 | $15.1M | Buy |
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|
2025
Q1 | $9.94M | Sell |
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|
2024
Q4 | $9.9M | Buy |
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|
2024
Q3 | $8.56M | Sell |
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|
2024
Q2 | $9.22M | Buy |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $8M | Buy |
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|
2023
Q3 | $6.1M | Buy |
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|
2023
Q2 | $6.1M | Buy |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q3 | $5.64M | Buy |
|