Future Financial 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 | $942K | Hold |
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|
2025
Q2 | $866K | Buy |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $804K | Hold |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $614K | Hold |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $911K | Buy |
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