Marks Group 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 | $4.34M | Sell |
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|
2025
Q1 | $4.97M | Sell |
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|
2024
Q4 | $4.87M | Sell |
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|
2024
Q3 | $4.35M | Sell |
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|
2024
Q2 | $4.21M | Sell |
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|
2024
Q1 | $4.32M | Sell |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.84M | Sell |
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|
2023
Q1 | $3.86M | Buy |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $953K | Buy |
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|
2021
Q4 | $934K | Buy |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $728K | Buy |
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|
2019
Q4 | $1.11M | Buy |
|