Iron Horse 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
Q2 | $316K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | $75.9K | Hold |
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|
2024
Q1 | $75.2K | Sell |
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|
2023
Q4 | $70.6K | Sell |
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|
2023
Q3 | $67.5K | Buy |
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|
2023
Q2 | $66.2K | Hold |
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|
2023
Q1 | $59.3K | Hold |
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|
2022
Q4 | $61K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $45K | Buy |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $24K | Buy |
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