Inspirion Wealth Advisors’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 | $614K | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $709K | Hold |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Hold |
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|
2017
Q3 | $212K | Sell |
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|
2017
Q2 | $210K | Sell |
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|
2017
Q1 | $213K | Buy |
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