CMH 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 | $256K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.53M | Sell |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.62M | Buy |
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|
2018
Q4 | $2.45M | Buy |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $226K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $203K | Sell |
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|
2017
Q2 | $211K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $277K | Buy |
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