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