Horizon 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 | $1.65M | Sell |
|
|||||
|
2025
Q2 | $1.52M | Sell |
|
|||||
|
2025
Q1 | $1.33M | Buy |
|
|||||
|
2024
Q4 | $1.28M | Sell |
|
|||||
|
2024
Q3 | $1.15M | Buy |
|
|||||
|
2024
Q2 | $979K | Sell |
|
|||||
|
2024
Q1 | $1.01M | Buy |
|
|||||
|
2023
Q4 | $826K | Buy |
|
|||||
|
2023
Q3 | $695K | Buy |
|
|||||
|
2023
Q2 | $692K | Buy |
|
|||||
|
2023
Q1 | $618K | Buy |
|
|||||
|
2022
Q4 | $481K | Sell |
|
|||||
|
2022
Q3 | $378K | Sell |
|
|||||
|
2022
Q2 | $469K | Buy |
|
|||||
|
2022
Q1 | $559K | Sell |
|
|||||
|
2021
Q4 | $830K | Buy |
|