Bulltick 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
2026 Q1	$2.06M	Buy	7,006 +2,509	+56%	+$761K	0.46%	53
2025 Q4	$1.45M	Sell	4,497 -514	-10%	-$159K	0.31%	61
2025 Q3	$1.58M	Sell	5,011 -2,373	-32%	-$706K	0.37%	58
2025 Q2	$2.14M	Sell	7,384 -3,100	-30%	-$791K	0.53%	49
2025 Q1	$2.57M	Buy	10,484 +561	+6%	+$143K	0.68%	42
2024 Q4	$2.38M	Sell	9,923 -9,887	-50%	-$2.3M	0.56%	42
2024 Q3	$4.18M	Buy	+19,810	New	+$4.17M	1.04%	31
2024 Q2	–	Sell	-3,409	Closed	-$683K	–	108
2024 Q1	$683K	Sell	3,409 -3,454	-50%	-$623K	0.14%	74
2023 Q4	$1.17M	Sell	6,863 -1,934	-22%	-$293K	0.27%	65
2023 Q3	$1.28M	Buy	8,797 +2,407	+38%	+$361K	0.32%	62
2023 Q2	$929K	Sell	6,390 -3,555	-36%	-$489K	0.22%	72
2023 Q1	$1.3M	Buy	9,945 +412	+4%	+$56.5K	0.34%	47
2022 Q4	$1.28M	Sell	9,533 -15,164	-61%	-$1.92M	0.37%	46
2022 Q3	$2.58M	Buy	24,697 +523	+2%	+$60K	0.78%	36
2022 Q2	$2.72M	Buy	24,174 +6,013	+33%	+$745K	0.74%	36
2022 Q1	$2.48M	Buy	18,161 +3,350	+23%	+$494K	0.56%	39
2021 Q4	$2.35M	Sell	14,811 -1	-0%	-$164	0.48%	42
2021 Q3	$2.42M	Sell	14,812 -1,501	-9%	-$235K	0.56%	39
2021 Q2	$2.54M	Buy	16,313 +12,221	+299%	+$1.92M	0.6%	37
2021 Q1	$623K	Sell	4,092 -19,009	-82%	-$2.73M	0.18%	50
2020 Q4	$2.94M	Buy	+23,101	New	+$2.58M	0.88%	31