Elk River 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 | $13.8M | Sell |
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|
2025
Q2 | $12.7M | Sell |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $9.47M | Buy |
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|
2024
Q2 | $9.01M | Buy |
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|
2024
Q1 | $8.87M | Sell |
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|
2023
Q4 | $8.36M | Buy |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $7.15M | Sell |
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|
2023
Q1 | $6.54M | Buy |
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|
2022
Q4 | $6.51M | Sell |
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|
2022
Q3 | $5.09M | Buy |
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|
2022
Q2 | $5.4M | Sell |
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|
2022
Q1 | $6.57M | Buy |
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|
2021
Q4 | $7.33M | Buy |
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|
2021
Q3 | $7.43M | Sell |
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|
2021
Q2 | $7.09M | Buy |
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|
2021
Q1 | $6.75M | Buy |
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|
2020
Q4 | $5.11M | Buy |
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