Journey Strategic 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
Q3 | $11.3M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $6.59M | Buy |
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|
2024
Q4 | $4.98M | Buy |
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|
2024
Q3 | $3.8M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $885K | Buy |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $886K | Buy |
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|
2021
Q4 | $902K | Buy |
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