Golden State 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 | $4.05M | Buy |
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|
2025
Q2 | $3.67M | Sell |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $3.09M | Buy |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $409K | Sell |
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|
2019
Q3 | $1.79M | Buy |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.72M | Buy |
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