GenWealth Group’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 | $1.16M | Buy |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $811K | Sell |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $686K | Hold |
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|
2023
Q2 | $688K | Hold |
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|
2023
Q1 | $616K | Hold |
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|
2022
Q4 | $634K | Hold |
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|
2022
Q3 | $494K | Hold |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $725K | Hold |
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|
2021
Q3 | $750K | Hold |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $771K | Hold |
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|
2020
Q4 | $644K | Hold |
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|
2020
Q3 | $505K | Hold |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $457K | Hold |
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|
2019
Q4 | $708K | Hold |
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|
2019
Q3 | $598K | Hold |
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|
2019
Q2 | $578K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $470K | Hold |
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|
2018
Q3 | $549K | Buy |
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|
2018
Q2 | $492K | Hold |
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|
2018
Q1 | $523K | Hold |
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|
2017
Q4 | $543K | Buy |
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|
2017
Q3 | $399K | Hold |
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|
2017
Q2 | $381K | Buy |
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