Highline Wealth Partners’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 | $4.58M | Sell |
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|
2025
Q2 | $4.23M | Buy |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $911K | Buy |
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|
2022
Q4 | $826K | Hold |
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|
2022
Q3 | $644K | Buy |
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