Denver 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
Q2 | $535K | Sell |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q1 | $238K | Buy |
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