Milestone Asset 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 | $5.89M | Buy |
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|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $4.61M | Buy |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $318K | Buy |
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