Dynasty 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 | $9.04M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.25M | Sell |
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|
2024
Q4 | $5.66M | Sell |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $4.73M | Buy |
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|
2024
Q1 | $4.46M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.41M | Buy |
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|
2018
Q2 | $718K | Sell |
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|
2018
Q1 | $809K | Sell |
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|
2017
Q4 | $1.19M | Buy |
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