Litman Gregory 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
Q3 | $1.2M | Hold |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $135K | Sell |
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|
2020
Q3 | $110K | Buy |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $181K | Sell |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $93K | Hold |
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|
2018
Q4 | $90K | Hold |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $96K | Sell |
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|
2018
Q1 | $228K | Buy |
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|
2017
Q4 | $96 | Hold |
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|
2017
Q3 | $86K | Buy |
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