Intergy Private Wealth’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 | $736K | Sell |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $362K | Buy |
|