Great Point Wealth Advisors’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
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.39M | Hold |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.13M | Hold |
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|
2023
Q4 | $960K | Hold |
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|
2023
Q3 | $818K | Sell |
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|
2023
Q2 | $823K | Buy |
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|
2023
Q1 | $723K | Hold |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $659K | Buy |
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|
2022
Q1 | $701K | Hold |
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|
2021
Q4 | $814K | Hold |
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|
2021
Q3 | $841K | Hold |
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|
2021
Q2 | $800K | Hold |
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|
2021
Q1 | $783K | Hold |
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|
2020
Q4 | $653K | Hold |
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|
2020
Q3 | $483K | Hold |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $467K | Buy |
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|
2019
Q4 | $716K | Hold |
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|
2019
Q3 | $605K | Sell |
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|
2019
Q2 | $602K | Buy |
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|
2019
Q1 | $520K | Hold |
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|
2018
Q4 | $501K | Buy |
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