Horst & Graben 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 | $870K | Buy |
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|
2025
Q2 | $792K | Sell |
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|
2025
Q1 | $672K | Buy |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $575K | Buy |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $421K | Buy |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $270K | Buy |
|