Moran 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 | $29.9M | Sell |
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|
2025
Q1 | $35.3M | Sell |
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|
2024
Q4 | $55.8M | Sell |
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|
2024
Q3 | $49.2M | Sell |
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|
2024
Q2 | $47.3M | Buy |
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|
2024
Q1 | $45.9M | Buy |
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|
2023
Q4 | $32.8M | Buy |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $208K | Buy |
|