Clay Northam 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 | $769K | Hold |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $588K | Hold |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $325K | Hold |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $413K | Buy |
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