Cook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $503K | Buy |
|
|||||
|
2024
Q3 | $390K | Sell |
|
|||||
|
2024
Q2 | $612K | Sell |
|
|||||
|
2024
Q1 | $632K | Sell |
|
|||||
|
2023
Q4 | $563K | Buy |
|
|||||
|
2023
Q3 | $454K | Buy |
|
|||||
|
2023
Q2 | $440K | Buy |
|
|||||
|
2023
Q1 | $355K | Buy |
|
|||||
|
2022
Q4 | $345K | Hold |
|
|||||
|
2022
Q3 | $321K | Hold |
|
|||||
|
2022
Q2 | $294K | Sell |
|
|||||
|
2022
Q1 | $329K | Hold |
|
|||||
|
2021
Q4 | $405K | Buy |
|