Liberty 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
2026 Q1	$1.46M	Sell	4,963 -185	-4%	-$56.1K	0.18%	78
2025 Q4	$1.66M	Buy	5,148 +249	+5%	+$77.1K	0.21%	68
2025 Q3	$1.55M	Sell	4,899 -31	-0.6%	-$9.22K	0.22%	67
2025 Q2	$1.43M	Buy	+4,930	New	+$1.26M	0.22%	66
2025 Q1	–	Sell	-4,589	Closed	-$1.1M	–	178
2024 Q4	$1.1M	Buy	4,589 +105	+2%	+$24.5K	0.18%	78
2024 Q3	$945K	Sell	4,484 -46,892	-91%	-$9.88M	0.16%	78
2024 Q2	$907K	Buy	51,376 +46,982	+1,069%	+$9.19M	0.17%	76
2024 Q1	$880K	Sell	4,394 -182	-4%	-$32.8K	0.17%	77
2023 Q4	$778K	Buy	4,576 +315	+7%	+$47.7K	0.17%	72
2023 Q3	$618K	Sell	4,261 -275	-6%	-$41.2K	0.15%	78
2023 Q2	$660K	Sell	4,536 -2,655	-37%	-$365K	0.16%	73
2023 Q1	$930K	Buy	+7,191	New	+$985K	0.19%	75
2022 Q3	$479K	Buy	4,585 +695	+18%	+$79.8K	0.13%	88
2022 Q2	$438K	Buy	3,890 +95	+3%	+$11.8K	0.18%	87
2022 Q1	$517K	Buy	3,795 +497	+15%	+$73.4K	0.19%	76
2021 Q4	$522	Buy	3,298 +53	+2%	+$8.7K	0.02%	93
2021 Q3	$533K	Buy	3,245 +458	+16%	+$71.8K	0.19%	76
2021 Q2	$433K	Sell	2,787 -193	-6%	-$30.3K	0.17%	77
2021 Q1	$386K	Hold	2,980	–	–	0.19%	76
2020 Q4	$386K	Buy	2,980 +255	+9%	+$28.5K	0.19%	76
2020 Q3	$262K	Sell	2,725 -7	-0.3%	-$687	0.15%	78
2020 Q2	$257K	Sell	2,732 -70	-2%	-$6.64K	0.18%	77
2020 Q1	$252K	Buy	2,802 +29	+1%	+$3.52K	0.22%	68
2019 Q4	$386K	Buy	2,773 +69	+3%	+$8.85K	0.3%	62
2019 Q3	$318K	Buy	2,704 +1,122	+71%	+$127K	0.3%	66
2019 Q2	$177K	Buy	1,582 +120	+8%	+$13.2K	0.16%	114
2019 Q1	$147K	Sell	1,462 -4	-0.3%	-$412	0.11%	104
2018 Q4	$143K	Buy	+1,466	New	+$156K	0.11%	106