Guardian 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
Q2 | – | Sell |
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|
2025
Q1 | $164K | Sell |
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|
2024
Q4 | $167K | Sell |
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|
2024
Q3 | $150K | Buy |
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|
2024
Q2 | $143K | Sell |
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|
2024
Q1 | $145K | Buy |
|
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|
2023
Q4 | $123K | Buy |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $92K | Buy |
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|
2022
Q4 | $91.5K | Sell |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $108K | Buy |
|