Confluence Wealth Services’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 | $14.4M | Sell |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $9.49M | Sell |
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|
2024
Q2 | $9.33M | Buy |
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|
2024
Q1 | $8.24M | Buy |
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|
2023
Q4 | $6.81M | Sell |
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|
2023
Q3 | $6.02M | Buy |
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|
2023
Q2 | $5.81M | Sell |
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|
2023
Q1 | $5.34M | Buy |
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $4.02M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.66M | Buy |
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|
2021
Q4 | $5.36M | Buy |
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