GW Henssler & Associates’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 | $12M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | $239K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $304K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $261K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $299K | Buy |
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|
2015
Q2 | $290K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $225K | Buy |
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|
2013
Q4 | $202K | Buy |
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