Jackson Thornton 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 | $693K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Buy |
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