Finer 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 | $6.13M | Buy |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $4.9M | Buy |
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|
2024
Q3 | $4.2M | Sell |
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|
2024
Q2 | $4.09M | Sell |
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|
2024
Q1 | $4.26M | Buy |
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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