Moser Wealth Advisors’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 | $4.81M | Buy |
|
|||||
|
2025
Q1 | $4.02M | Sell |
|
|||||
|
2024
Q4 | $3.98M | Sell |
|
|||||
|
2024
Q3 | $3.52M | Sell |
|
|||||
|
2024
Q2 | $3.43M | Sell |
|
|||||
|
2024
Q1 | $3.43M | Sell |
|
|||||
|
2023
Q4 | $2.95M | Sell |
|
|||||
|
2023
Q3 | $2.53M | Hold |
|
|||||
|
2023
Q2 | $2.54M | Buy |
|
|||||
|
2022
Q4 | $2.4M | Sell |
|
|||||
|
2022
Q3 | $1.88M | Buy |
|
|||||
|
2022
Q2 | $2.02M | Buy |
|
|||||
|
2022
Q1 | $2.41M | Buy |
|
|||||
|
2021
Q4 | $2.78M | Sell |
|
|||||
|
2021
Q3 | $2.93M | Buy |
|
|||||
|
2021
Q2 | $2.77M | Buy |
|
|||||
|
2021
Q1 | $2.69M | Hold |
|
|||||
|
2020
Q4 | $2.24M | Hold |
|
|||||
|
2020
Q3 | $1.7M | Buy |
|
|||||
|
2020
Q2 | $1.53M | Buy |
|
|||||
|
2020
Q1 | $104K | Buy |
|
|||||
|
2019
Q4 | $63K | Buy |
|