Horizons 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 | $39.4K | Sell |
|
|||||
|
2025
Q2 | $53.6K | Sell |
|
|||||
|
2025
Q1 | $49.1K | Sell |
|
|||||
|
2024
Q4 | $53.9K | Sell |
|
|||||
|
2024
Q3 | $58.6K | Hold |
|
|||||
|
2024
Q2 | $58.3K | Hold |
|
|||||
|
2024
Q1 | $47.3K | Hold |
|
|||||
|
2023
Q4 | $47.3K | Hold |
|
|||||
|
2023
Q3 | $40.3K | Sell |
|
|||||
|
2023
Q2 | $50.6K | Buy |
|
|||||
|
2023
Q1 | $41.4K | Hold |
|
|||||
|
2022
Q4 | $43K | Hold |
|
|||||
|
2022
Q3 | $33K | Hold |
|
|||||
|
2022
Q2 | $39K | Buy |
|