Jackson 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 | $349K | Sell |
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|
2025
Q2 | $840K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $201K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.61M | Sell |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $2.16M | Buy |
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|
2019
Q1 | $1.87M | Buy |
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|
2018
Q4 | $1.75M | Sell |
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|
2018
Q3 | $2.05M | Buy |
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|
2018
Q2 | $1.92M | Sell |
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|
2018
Q1 | $1.85M | Sell |
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|
2017
Q4 | $2.15M | Buy |
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|
2017
Q3 | $1.9M | Buy |
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|
2017
Q2 | $1.73M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.6M | Sell |
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|
2015
Q3 | $1.69M | Sell |
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|
2015
Q2 | $1.99M | Buy |
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|
2015
Q1 | $64K | Buy |
|