Marcum Wealth’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
Q1 | $6.56M | Sell |
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|
2024
Q4 | $8.43M | Buy |
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|
2024
Q3 | $7.29M | Sell |
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|
2024
Q2 | $7M | Buy |
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|
2024
Q1 | $6.85M | Sell |
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|
2023
Q4 | $5.98M | Sell |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $5.14M | Buy |
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|
2023
Q1 | $4.51M | Buy |
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.55M | Buy |
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|
2022
Q1 | $4.05M | Sell |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.85M | Sell |
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|
2021
Q2 | $5.29M | Buy |
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|
2021
Q1 | $5.12M | Buy |
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|
2020
Q4 | $2.76M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $797K | Buy |
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|
2020
Q1 | $676K | Buy |
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|
2019
Q4 | $974K | Buy |
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