Denver PWM’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 | $507K | Hold |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $149K | Sell |
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|
2024
Q3 | $160K | Sell |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $35.5K | Buy |
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