Elmwood 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
Q2 | $2.79M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q2 | $1.56M | Hold |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q3 | $958K | Hold |
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|
2020
Q2 | $958K | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.67M | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.31M | Buy |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.43M | Buy |
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