FWL Investment 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 | $4.38M | Sell |
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|
2025
Q2 | $4.32M | Sell |
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|
2025
Q1 | $3.72M | Buy |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $190K | Buy |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $257K | Buy |
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