Kaydan 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 | $1.3M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $978K | Hold |
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|
2024
Q3 | $861K | Hold |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $800K | Buy |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $581K | Hold |
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|
2023
Q2 | $583K | Hold |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $605K | Buy |
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|
2022
Q1 | $731K | Buy |
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|
2021
Q4 | $829K | Buy |
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