Jupiter 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 | $524K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.05M | Hold |
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|
2023
Q2 | $1.05M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.54M | Sell |
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|
2019
Q3 | $6.41M | Sell |
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|
2019
Q2 | $6.46M | Sell |
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|
2019
Q1 | $6.44M | Buy |
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