CarsonAllaria 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
Q2 | $359K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Buy |
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