Element Wealth’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 | $2.58M | Buy |
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|
2025
Q2 | $2.32M | Buy |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q4 | $756K | Sell |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $830K | Buy |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $808K | Buy |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $520K | Buy |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $215K | Buy |
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