Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.34M | Buy |
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|
2025
Q3 | $1.29M | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $2.01M | Buy |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $1.84M | Buy |
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|
2016
Q3 | $35K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.58M | Buy |
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|
2014
Q2 | $1.18M | Sell |
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|
2014
Q1 | $2.25M | Buy |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $123K | Sell |
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|
2013
Q2 | $139K | Buy |
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