Connectus Wealth’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$93.7M Sell
2023
Q4
$94.7M Sell
2023
Q3
$81.9M Buy
2023
Q2
$82.1M Buy
2023
Q1
$67.4M Buy
2022
Q4
$68.8M Sell
2022
Q3
$55.3M Sell
2022
Q2
$60.6M Buy
2022
Q1
$6.86M Sell
2021
Q4
$7.62M Buy