Keebeck 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 | $1.4M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $922K | Buy |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $2.9M | Sell |
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|
2024
Q1 | $4.08M | Hold |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $3.14M | Sell |
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|
2022
Q1 | $4.03M | Sell |
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|
2021
Q4 | $5.2M | Buy |
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|
2021
Q3 | $5.16M | Buy |
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|
2021
Q2 | $4.85M | Sell |
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|
2021
Q1 | $5.17M | Buy |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $3.18M | Buy |
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|
2020
Q2 | $2.98M | Sell |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $3.98M | Buy |
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