LWM Advisory Services’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 | $1.53M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $897K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $930K | Sell |
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|
2023
Q3 | $933K | Buy |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $821K | Buy |
|
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|
2022
Q4 | $837K | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $978K | Buy |
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