Northwest 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
Q3 | $2.5M | Buy |
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|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $855K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $869K | Buy |
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|
2020
Q3 | $638K | Sell |
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|
2020
Q2 | $637K | Hold |
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|
2020
Q1 | $610K | Sell |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $935K | Hold |
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|
2019
Q2 | $888K | Sell |
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|
2019
Q1 | $863K | Buy |
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|
2018
Q4 | $825K | Hold |
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|
2018
Q3 | $954K | Hold |
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|
2018
Q2 | $881K | Sell |
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|
2018
Q1 | $938K | Sell |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | $240K | Sell |
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|
2017
Q2 | $318K | Buy |
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|
2017
Q1 | $283K | Buy |
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