IronBridge 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
Q2 | $483K | Sell |
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|
2025
Q1 | $435K | Sell |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $285K | Buy |
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