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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $945K | Sell |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $880K | Sell |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $930K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $522 | Buy |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $386K | Buy |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $177K | Buy |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $143K | Buy |
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