CCG 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
Q3 | $803K | Buy |
|
|||||
|
2025
Q2 | $563K | Buy |
|
|||||
|
2025
Q1 | $451K | Buy |
|
|||||
|
2024
Q4 | $366K | Buy |
|
|||||
|
2024
Q3 | $294K | Buy |
|
|||||
|
2024
Q2 | $254K | Buy |
|
|||||
|
2024
Q1 | $234K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $279K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $214K | Buy |
|
|||||
|
2022
Q1 | $212K | Buy |
|