Johnson & White 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 | $2.56M | Sell |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $889K | Buy |
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