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