EPG 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 | $6.07M | Sell |
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|
2025
Q1 | $5.75M | Sell |
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|
2024
Q4 | $5.99M | Sell |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.84M | Sell |
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|
2023
Q4 | $5.12M | Sell |
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|
2023
Q3 | $4.54M | Buy |
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|
2023
Q2 | $4.53M | Buy |
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|
2023
Q1 | $4.06M | Buy |
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|
2022
Q4 | $3.31M | Sell |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $3.03M | Buy |
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|
2021
Q4 | $3.15M | Buy |
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|
2021
Q3 | $2.63M | Buy |
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|
2021
Q2 | $2.38M | Buy |
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $946K | Buy |
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|
2019
Q4 | $1.31M | Buy |
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