HB 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
Q3 | $76.4M | Buy |
|
|||||
|
2025
Q2 | $57.2M | Sell |
|
|||||
|
2025
Q1 | $53.8M | Buy |
|
|||||
|
2024
Q4 | $41M | Buy |
|
|||||
|
2024
Q3 | $34.4M | Buy |
|
|||||
|
2024
Q2 | $32.4M | Buy |
|
|||||
|
2024
Q1 | $30.2M | Buy |
|
|||||
|
2023
Q4 | $24.9M | Sell |
|
|||||
|
2023
Q3 | $22.4M | Buy |
|
|||||
|
2023
Q2 | $20.2M | Buy |
|
|||||
|
2023
Q1 | $16.9M | Buy |
|
|||||
|
2022
Q4 | $16.9M | Buy |
|
|||||
|
2022
Q3 | $11M | Buy |
|
|||||
|
2022
Q2 | $9.89M | Buy |
|
|||||
|
2022
Q1 | $9.28M | Buy |
|
|||||
|
2021
Q4 | $6.95M | Buy |
|