CJM Wealth Advisers’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 | $1.58M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $844K | Buy |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $720K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $617K | Buy |
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