Market Street Wealth Management Advisors’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 | $1.24M | Buy |
|
|||||
|
2025
Q2 | $1.13M | Buy |
|
|||||
|
2025
Q1 | $814K | Buy |
|
|||||
|
2024
Q4 | $734K | Buy |
|
|||||
|
2024
Q3 | $624K | Buy |
|
|||||
|
2024
Q2 | $592K | Sell |
|
|||||
|
2024
Q1 | $627K | Buy |
|
|||||
|
2023
Q4 | $532K | Buy |
|
|||||
|
2023
Q3 | $445K | Sell |
|
|||||
|
2023
Q2 | $741K | Buy |
|
|||||
|
2023
Q1 | $597K | Buy |
|
|||||
|
2022
Q4 | $277K | Hold |
|
|||||
|
2022
Q3 | $216K | Hold |
|
|||||
|
2022
Q2 | $233K | Sell |
|
|||||
|
2022
Q1 | $310K | Sell |
|
|||||
|
2021
Q4 | $430K | Sell |
|
|||||
|
2021
Q3 | $526K | Buy |
|