Graham Capital 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 | $679K | Hold |
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|
2025
Q2 | $624K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Buy |
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