FAS Wealth Partners’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 | $12.5M | Buy |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $8.88M | Buy |
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|
2024
Q4 | $8.5M | Buy |
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|
2024
Q3 | $7.35M | Buy |
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|
2024
Q2 | $6.72M | Buy |
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|
2024
Q1 | $6.46M | Buy |
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|
2023
Q4 | $5.39M | Buy |
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|
2023
Q3 | $4.06M | Buy |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $893K | Buy |
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|
2020
Q2 | $820K | Buy |
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|
2020
Q1 | $685K | Buy |
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|
2019
Q4 | $941K | Buy |
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|
2019
Q3 | $782K | Buy |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $424K | Sell |
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|
2018
Q4 | $575K | Buy |
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|
2018
Q3 | $664K | Buy |
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|
2018
Q2 | $597K | Buy |
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|
2018
Q1 | $629K | Buy |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $495K | Buy |
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|
2017
Q2 | $469K | Buy |
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|
2017
Q1 | $442K | Buy |
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|
2016
Q4 | $431K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $208K | Buy |
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|
2015
Q4 | $215K | Buy |
|