Forefront 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
$2.83M Sell
2025
Q1
$2.4M Buy
2024
Q4
$2.32M Buy
2023
Q3
$334K Buy
2023
Q2
$335K Buy
2023
Q1
$300K Buy
2022
Q4
$309K Buy
2022
Q3
$240K Buy
2022
Q2
$259K Buy
2022
Q1
$313K Buy
2021
Q4
$363K Buy