Horizon Family Wealth’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 | $620K | Buy |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $362K | Buy |
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