High Pines 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
2023
Q4
$721K Buy
2023
Q3
$559K Buy
2023
Q2
$539K Buy
2023
Q1
$482K Buy
2022
Q4
$495K Buy
2022
Q3
$385K Buy
2022
Q2
$337K Sell
2022
Q1
$3.98M Buy
2021
Q4
$4.62M Sell
2021
Q3
$5.08M Buy
2021
Q2
$4.18M Buy
2021
Q1
$4.03M Buy
2020
Q4
$3.25M Buy