MinichMacGregor 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
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $989K | Hold |
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|
2024
Q2 | $948K | Sell |
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|
2024
Q1 | $942K | Hold |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $636K | Buy |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $469K | Hold |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $548K | Sell |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $214K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.39M | Buy |
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|
2018
Q3 | $181K | Sell |
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|
2018
Q2 | $178K | Sell |
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|
2018
Q1 | $193K | Buy |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $162K | Sell |
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|
2017
Q2 | $173K | Buy |
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|
2017
Q1 | $149K | Sell |
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|
2016
Q4 | $146K | Sell |
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|
2016
Q3 | $113K | Sell |
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|
2016
Q2 | $106K | Buy |
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|
2016
Q1 | $101K | Buy |
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|
2015
Q4 | $105K | Buy |
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