Moller Wealth Partners’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 | $1.83M | Hold |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.12M | Hold |
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|
2023
Q4 | $948K | Hold |
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|
2023
Q3 | $809K | Hold |
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|
2023
Q2 | $811K | Hold |
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|
2023
Q1 | $727K | Hold |
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|
2022
Q4 | $748K | Hold |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $663K | Hold |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $883K | Hold |
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|
2021
Q3 | $913K | Sell |
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|
2021
Q2 | $871K | Sell |
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|
2021
Q1 | $895K | Sell |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $313K | Hold |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $352K | Hold |
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|
2019
Q4 | $544K | Sell |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $515K | Sell |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $611K | Hold |
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|
2018
Q2 | $564K | Sell |
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|
2018
Q1 | $616K | Hold |
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|
2017
Q4 | $599K | Hold |
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|
2017
Q3 | $535K | Hold |
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|
2017
Q2 | $512K | Hold |
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|
2017
Q1 | $492K | Sell |
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|
2016
Q4 | $501K | Hold |
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|
2016
Q3 | $386K | Hold |
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|
2016
Q2 | $361K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $389K | Hold |
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|
2015
Q3 | $359K | Hold |
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|
2015
Q2 | $399K | Sell |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | $476K | Sell |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $966K | Sell |
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|
2014
Q1 | $1.95M | Hold |
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|
2013
Q4 | $1.88M | Hold |
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|
2013
Q3 | $1.66M | Hold |
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|
2013
Q2 | $1.7M | Buy |
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