Granite Bay 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 | $7.95M | Buy |
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|
2025
Q2 | $7.2M | Sell |
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|
2025
Q1 | $6.1M | Sell |
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|
2024
Q4 | $6.36M | Buy |
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|
2024
Q3 | $5.47M | Buy |
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|
2024
Q2 | $4.74M | Buy |
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|
2024
Q1 | $4.48M | Sell |
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|
2023
Q4 | $201M | Buy |
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|
2023
Q3 | $159M | Buy |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.14M | Buy |
|