Cyndeo 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 | $30.4M | Sell |
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|
2025
Q2 | $28.4M | Buy |
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|
2025
Q1 | $21M | Buy |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $14.2M | Buy |
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|
2024
Q1 | $13.3M | Sell |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $7.35M | Buy |
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|
2023
Q1 | $6.38M | Sell |
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|
2022
Q4 | $7.04M | Buy |
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