Levy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $466K | Buy |
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|
2021
Q2 | $441K | Buy |
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