Modera 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 | $65.7M | Sell |
|
|||||
|
2025
Q1 | $56.2M | Sell |
|
|||||
|
2024
Q4 | $56M | Sell |
|
|||||
|
2024
Q3 | $49.7M | Sell |
|
|||||
|
2024
Q2 | $49M | Sell |
|
|||||
|
2024
Q1 | $49.9M | Sell |
|
|||||
|
2023
Q4 | $43.6M | Sell |
|
|||||
|
2023
Q3 | $37.8M | Sell |
|
|||||
|
2023
Q2 | $39.2M | Buy |
|
|||||
|
2023
Q1 | $2.88M | Buy |
|
|||||
|
2022
Q4 | $2.88M | Buy |
|
|||||
|
2022
Q3 | $2.08M | Sell |
|
|||||
|
2022
Q2 | $2.41M | Buy |
|
|||||
|
2022
Q1 | $2.73M | Sell |
|
|||||
|
2021
Q4 | $6.29M | Buy |
|
|||||
|
2021
Q3 | $1.89M | Buy |
|
|||||
|
2021
Q2 | $1.72M | Buy |
|
|||||
|
2021
Q1 | $1.52M | Sell |
|
|||||
|
2020
Q4 | $1.28M | Buy |
|
|||||
|
2020
Q3 | $725K | Buy |
|
|||||
|
2020
Q2 | $708K | Sell |
|
|||||
|
2020
Q1 | $693K | Buy |
|
|||||
|
2019
Q4 | $834K | Buy |
|
|||||
|
2019
Q3 | $574K | Buy |
|
|||||
|
2019
Q2 | $534K | Buy |
|
|||||
|
2019
Q1 | $471K | Sell |
|
|||||
|
2018
Q4 | $510K | Buy |
|
|||||
|
2018
Q3 | $472K | Buy |
|
|||||
|
2018
Q2 | $399K | Buy |
|
|||||
|
2018
Q1 | $413K | Sell |
|
|||||
|
2017
Q4 | $472K | Buy |
|
|||||
|
2017
Q3 | $343K | Buy |
|
|||||
|
2017
Q2 | $322K | Sell |
|
|||||
|
2017
Q1 | $332K | Buy |
|
|||||
|
2016
Q4 | $326K | Buy |
|
|||||
|
2016
Q3 | $221K | Sell |
|
|||||
|
2016
Q2 | $245K | Buy |
|