Independent Wealth Network’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 | $517K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $416K | Buy |
|
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $325K | Buy |
|
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|
2024
Q1 | $309K | Buy |
|
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $586K | Buy |
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|
2022
Q1 | $703K | Buy |
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|
2021
Q4 | $805K | Buy |
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|
2021
Q3 | $809K | Buy |
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