McCarter Private Wealth Services’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
$4.49M Sell
2025
Q2
$4.16M Buy
2025
Q1
$3.46M Sell
2024
Q4
$3.65M Sell
2024
Q3
$3.27M Buy