Dougherty Wealth Advisers’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 | $1.16M | Sell |
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|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $907K | Hold |
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|
2024
Q4 | $887K | Hold |
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|
2024
Q3 | $780K | Sell |
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|
2024
Q2 | $758K | Buy |
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|
2024
Q1 | $736K | Hold |
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|
2023
Q4 | $625K | Hold |
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|
2023
Q3 | $533K | Hold |
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|
2023
Q2 | $534K | Hold |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $414K | Hold |
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|
2022
Q1 | $501K | Hold |
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|
2021
Q4 | $582K | Hold |
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|
2021
Q3 | $601K | Hold |
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|
2021
Q2 | $571K | Hold |
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|
2021
Q1 | $559K | Hold |
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|
2020
Q4 | $467K | Hold |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $331K | Hold |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $444K | Buy |
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