Global Wealth Strategies & Associates’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 | $553K | Buy |
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|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $87.6K | Hold |
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|
2023
Q3 | $74.7K | Hold |
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|
2023
Q2 | $74.9K | Sell |
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|
2023
Q1 | $69.7K | Buy |
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|
2022
Q4 | $70.5K | Buy |
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