Core Wealth Partners’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 | $2.96M | Buy |
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|
2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $988K | Buy |
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|
2023
Q3 | $825K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $914K | Sell |
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|
2022
Q4 | $936K | Buy |
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