Darwin Wealth Management’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 | $691K | Buy |
|
|||||
|
2025
Q2 | $629K | Buy |
|
|||||
|
2025
Q1 | $158K | Hold |
|
|||||
|
2024
Q4 | $158K | Sell |
|
|||||
|
2024
Q3 | $443K | Sell |
|
|||||
|
2024
Q2 | $438K | Sell |
|
|||||
|
2024
Q1 | $440K | Buy |
|
|||||
|
2023
Q4 | $373K | Sell |
|
|||||
|
2023
Q3 | $337K | Sell |
|
|||||
|
2023
Q2 | $343K | Hold |
|
|||||
|
2023
Q1 | $326K | Sell |
|
|||||
|
2022
Q4 | $352K | Sell |
|
|||||
|
2022
Q3 | $292K | Sell |
|
|||||
|
2022
Q2 | $322K | Sell |
|
|||||
|
2022
Q1 | $651K | Sell |
|
|||||
|
2021
Q4 | $710K | Sell |
|
|||||
|
2021
Q3 | $836K | Sell |
|
|||||
|
2021
Q2 | $880K | Sell |
|
|||||
|
2021
Q1 | $871K | Sell |
|
|||||
|
2020
Q4 | $733K | Sell |
|
|||||
|
2020
Q3 | $572K | Sell |
|
|||||
|
2020
Q2 | $787K | Sell |
|
|||||
|
2020
Q1 | $822K | Sell |
|
|||||
|
2019
Q4 | $3.2M | Buy |
|
|||||
|
2019
Q3 | $2.61M | Buy |
|
|||||
|
2019
Q2 | $2.39M | Buy |
|
|||||
|
2019
Q1 | $2.07M | Buy |
|
|||||
|
2018
Q4 | $1.83M | Buy |
|
|||||
|
2018
Q3 | $1.91M | Buy |
|
|||||
|
2018
Q2 | $1.21M | Buy |
|
|||||
|
2018
Q1 | $908K | Buy |
|
|||||
|
2017
Q4 | $693K | Buy |
|
|||||
|
2017
Q3 | $483K | Sell |
|
|||||
|
2017
Q2 | $463K | Sell |
|
|||||
|
2017
Q1 | $466K | Buy |
|
|||||
|
2016
Q4 | $331K | Buy |
|
|||||
|
2016
Q3 | $254K | Sell |
|
|||||
|
2016
Q2 | $239K | Buy |
|