Hassell 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 | $1.28M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $863K | Hold |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $663K | Hold |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $530K | Buy |
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