Cassady Schiller 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 | $735K | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $709K | Buy |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $479K | Buy |
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