King Wealth Management Group’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 | $23.2M | Sell |
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|
2025
Q1 | $19.6M | Sell |
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|
2024
Q4 | $19.2M | Buy |
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|
2024
Q3 | $16.3M | Sell |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $9.94M | Buy |
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|
2022
Q4 | $9.97M | Sell |
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|
2022
Q3 | $8.15M | Buy |
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|
2022
Q2 | $8.72M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $8.78M | Buy |
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|
2020
Q3 | $6.46M | Buy |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $5.85M | Sell |
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|
2019
Q4 | $9.27M | Buy |
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|
2019
Q3 | $7.74M | Buy |
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|
2019
Q2 | $7.01M | Buy |
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|
2019
Q1 | $6.27M | Buy |
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|
2018
Q4 | $5.8M | Buy |
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|
2018
Q3 | $6.7M | Buy |
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|
2018
Q2 | $6.17M | Buy |
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|
2018
Q1 | $6.4M | Buy |
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|
2017
Q4 | $6.19M | Sell |
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|
2017
Q3 | $5.53M | Buy |
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|
2017
Q2 | $5.14M | Sell |
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|
2017
Q1 | $4.96M | Sell |
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|
2016
Q4 | $4.93M | Buy |
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|
2016
Q3 | $1.42M | Buy |
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|
2016
Q2 | $1.07M | Buy |
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|
2016
Q1 | $877K | Sell |
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|
2015
Q4 | $985K | Buy |
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|
2015
Q3 | $749K | Buy |
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|
2015
Q2 | $410K | Sell |
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|
2015
Q1 | $370K | Sell |
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|
2014
Q4 | $481K | Buy |
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|
2014
Q3 | $370K | Buy |
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|
2014
Q2 | $352K | Buy |
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|
2014
Q1 | $286K | Buy |
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|
2013
Q4 | $266K | Buy |
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|
2013
Q3 | $230K | Buy |
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|
2013
Q2 | $219K | Buy |
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