Defined 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 | $2.65M | Sell |
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|
2025
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.12M | Hold |
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|
2022
Q4 | $1.15M | Hold |
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|
2022
Q3 | $897K | Hold |
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|
2022
Q2 | $967K | Hold |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.3M | Hold |
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|
2020
Q4 | $1.08M | Buy |
|