Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $291K | Sell |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $230K | Buy |
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