HighMark 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 | $315 | Hold |
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|
2025
Q2 | $304 | Buy |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.27K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.3K | Buy |
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|
2023
Q3 | $8.76K | Sell |
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|
2023
Q2 | $15.8K | Buy |
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|
2023
Q1 | $4.95K | Sell |
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|
2022
Q4 | $21.7K | Buy |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $29K | Sell |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $22K | Buy |
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|
2020
Q1 | $1K | Buy |
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