Gitterman 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 | $747K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $596K | Hold |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $554K | Buy |
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