Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $877K | Sell |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $640K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $283K | Buy |
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