Keudell/Morrison 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 | $2.75M | Sell |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $930K | Buy |
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|
2019
Q4 | $1.41M | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.05M | Buy |
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