Essential Planning’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
Q4 | $451K | Buy |
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|
2025
Q3 | $431K | Buy |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $306K | Sell |
|
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $302K | Buy |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $223K | Buy |
|