Measured Wealth Private Client Group’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 | $2.18M | Buy |
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2025
Q1 | $1.69M | Buy |
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2024
Q4 | $1.65M | Buy |
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2024
Q3 | $1.37M | Buy |
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2024
Q2 | $1.24M | Buy |
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2024
Q1 | $1.07M | Buy |
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2023
Q4 | $883K | Buy |
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2023
Q3 | $439K | Hold |
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2023
Q2 | $441K | Sell |
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2023
Q1 | $397K | Sell |
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2022
Q4 | $430K | Sell |
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2022
Q3 | $344K | Sell |
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2022
Q2 | $509K | Buy |
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2022
Q1 | $552K | Sell |
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2021
Q4 | $698K | Hold |
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2021
Q3 | $722K | Sell |
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2021
Q2 | $801K | Buy |
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2021
Q1 | $782K | Buy |
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2020
Q4 | $570K | Sell |
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2020
Q3 | $550K | Buy |
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2020
Q2 | $426K | Buy |
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2020
Q1 | $290K | Sell |
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2019
Q4 | $500K | Sell |
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2019
Q3 | $523K | Sell |
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2019
Q2 | $1.04M | Sell |
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2019
Q1 | $1M | Buy |
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2018
Q4 | $806K | Sell |
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2018
Q3 | $942K | Buy |
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2018
Q2 | $862K | Buy |
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