Massachusetts 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
Q3 | $6.43M | Hold |
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|
2025
Q2 | $5.91M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.15M | Sell |
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|
2024
Q3 | $4.57M | Sell |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $4.38M | Buy |
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|
2023
Q4 | $3.69M | Buy |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $2.73M | Sell |
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|
2022
Q4 | $3.09M | Buy |
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