Centric 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 | $4.34M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $744K | Sell |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $791K | Sell |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $817K | Sell |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $474K | Buy |
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|
2019
Q2 | $450K | Sell |
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|
2019
Q1 | $438K | Buy |
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|
2018
Q4 | $406K | Buy |
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