Henrickson Nauta 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
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $796K | Buy |
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|
2024
Q4 | $824K | Hold |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $316K | Buy |
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