FSB Premier 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 | $5.27M | Buy |
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|
2025
Q2 | $4.54M | Buy |
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|
2025
Q1 | $3.4M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $857K | Buy |
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|
2020
Q4 | $714K | Buy |
|