North Ridge 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
Q3 | $548K | Hold |
|
|||||
|
2025
Q2 | $503K | Hold |
|
|||||
|
2025
Q1 | $426K | Hold |
|
|||||
|
2024
Q4 | $416K | Hold |
|
|||||
|
2024
Q3 | $366K | Hold |
|
|||||
|
2024
Q2 | $351K | Hold |
|
|||||
|
2024
Q1 | $348K | Hold |
|
|||||
|
2023
Q4 | $295K | Hold |
|
|||||
|
2023
Q3 | $252K | Hold |
|
|||||
|
2023
Q2 | $252K | Hold |
|
|||||
|
2023
Q1 | $226K | Buy |
|