Mine & Arao Wealth Creation & 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
Q2 | $6.96M | Sell |
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|
2025
Q1 | $5.91M | Buy |
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|
2024
Q4 | $5.76M | Buy |
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|
2024
Q3 | $5.04M | Buy |
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|
2024
Q2 | $4.8M | Buy |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.45M | Buy |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $2.54M | Buy |
|
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $944K | Buy |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $743K | Buy |
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|
2019
Q4 | $1.07M | Buy |
|