Curated 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
Q3 | $1.32M | Sell |
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|
2025
Q2 | $1.32M | Hold |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $903K | Buy |
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $761K | Sell |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $630K | Hold |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $653K | Hold |
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|
2021
Q2 | $620K | Sell |
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|
2021
Q1 | $722K | Sell |
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|
2020
Q4 | $704K | Buy |
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