Independent Solutions 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 | $3.19M | Buy |
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|
2025
Q2 | $2.63M | Buy |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $499K | Buy |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $605K | Buy |
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|
2021
Q4 | $695K | Buy |
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|
2021
Q3 | $704K | Buy |
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|
2021
Q2 | $658K | Buy |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $486K | Buy |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $534K | Buy |
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