Mattern 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 | $7.7M | Sell |
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|
2025
Q1 | $6.59M | Buy |
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|
2024
Q4 | $6.35M | Sell |
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|
2024
Q3 | $6M | Buy |
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|
2024
Q2 | $5.64M | Sell |
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|
2024
Q1 | $5.68M | Buy |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.34M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $2.34M | Buy |
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