Integris 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 | $883K | Sell |
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|
2025
Q2 | $820K | Buy |
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|
2025
Q1 | $689K | Sell |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $290K | Buy |
|