MGO Private 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 | $439K | Hold |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $409K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $227K | Buy |
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