MBL Wealth’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 | $3.36M | Buy |
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|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $816K | Buy |
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