Monterey Private Wealth’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
Q1 | $2.29M | Sell |
|
|||||
|
2024
Q4 | $2.29M | Buy |
|
|||||
|
2024
Q3 | $1.67M | Sell |
|
|||||
|
2024
Q2 | $1.69M | Buy |
|
|||||
|
2024
Q1 | $1.51M | Buy |
|
|||||
|
2023
Q4 | $1.28M | Sell |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $1.21M | Buy |
|
|||||
|
2023
Q1 | $1.09M | Buy |
|
|||||
|
2022
Q4 | $1.1M | Buy |
|
|||||
|
2022
Q3 | $401K | Sell |
|
|||||
|
2022
Q2 | $487K | Sell |
|
|||||
|
2022
Q1 | $626K | Buy |
|
|||||
|
2021
Q4 | $642K | Sell |
|
|||||
|
2021
Q3 | $781K | Sell |
|
|||||
|
2021
Q2 | $734K | Buy |
|
|||||
|
2021
Q1 | $637K | Sell |
|
|||||
|
2020
Q4 | $552K | Sell |
|
|||||
|
2020
Q3 | $458K | Buy |
|
|||||
|
2020
Q2 | $407K | Buy |
|
|||||
|
2020
Q1 | $336K | Sell |
|
|||||
|
2019
Q4 | $580K | Buy |
|