Maxwell Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$7.8M Sell
2024
Q3
$7.23M Buy
2024
Q2
$5.41M Sell
2024
Q1
$5.34M Buy
2023
Q4
$3.89M Buy