Northwest Quadrant 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
$390K Buy
2025
Q1
$328K Buy
2024
Q4
$320K Buy
2020
Q1
Sell
2019
Q4
$218K Buy
2019
Q3
Sell
2019
Q2
$201K Buy