McNaughton 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 | $1.94M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $550K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $206K | Buy |
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