LJI 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
$7.94M Sell
2025
Q1
$6.79M Buy
2024
Q4
$6.62M Sell
2024
Q3
$5.97M Buy
2024
Q2
$5.63M Sell
2024
Q1
$5.59M Sell
2023
Q4
$4.77M Buy
2023
Q3
$3.77M Sell
2023
Q2
$3.7M Buy
2023
Q1
$3.31M Buy
2022
Q4
$3.38M Buy