Ledge 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
2023
Q4
$2.97M Sell
2023
Q3
$2.59M Buy
2023
Q2
$2.34M Sell
2023
Q1
$2.72M Buy
2022
Q4
$2.77M Buy
2022
Q3
$1.71M Sell
2022
Q2
$2.38M Buy
2022
Q1
$1.99M Buy