Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.54M | Buy |
|
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|
2023
Q4 | $1.22M | Sell |
|
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $658K | Sell |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $1.07M | Buy |
|