Focused 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
Q3 | $3.41M | Buy |
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|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $983K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $957K | Sell |
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|
2020
Q3 | $753K | Sell |
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|
2020
Q2 | $757K | Buy |
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $850K | Sell |
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|
2019
Q2 | $838K | Buy |
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|
2019
Q1 | $733K | Buy |
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|
2018
Q4 | $550K | Buy |
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|
2018
Q3 | $611K | Buy |
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|
2018
Q2 | $564K | Buy |
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|
2018
Q1 | $587K | Sell |
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|
2017
Q4 | $595K | Sell |
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|
2017
Q3 | $580K | Buy |
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|
2017
Q2 | $496K | Buy |
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|
2017
Q1 | $477K | Buy |
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|
2016
Q4 | $432K | Sell |
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|
2016
Q3 | $538K | Buy |
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|
2016
Q2 | $376K | Buy |
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|
2016
Q1 | $188K | Sell |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $240K | Sell |
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|
2015
Q2 | $288K | Sell |
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|
2015
Q1 | $263K | Sell |
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|
2014
Q4 | $289K | Buy |
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|
2014
Q3 | $278K | Buy |
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|
2014
Q2 | $217K | Buy |
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|
2014
Q1 | $223K | Buy |
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|
2013
Q4 | $214K | Sell |
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|
2013
Q3 | $205K | Buy |
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