Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $958K | Buy |
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|
2022
Q4 | $867K | Buy |
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|
2022
Q3 | $631K | Buy |
|
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $780K | Buy |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $821K | Buy |
|
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|
2021
Q2 | $774K | Sell |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $423K | Buy |
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|
2020
Q1 | $320K | Buy |
|