Nova R Wealth’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 | $424K | Sell |
|
|||||
|
2025
Q1 | $418K | Buy |
|
|||||
|
2024
Q4 | $349K | Buy |
|
|||||
|
2024
Q3 | $305K | Buy |
|
|||||
|
2024
Q2 | $292K | Buy |
|
|||||
|
2024
Q1 | $288K | Sell |
|
|||||
|
2023
Q4 | $265K | Buy |
|
|||||
|
2023
Q3 | $225K | Sell |
|
|||||
|
2023
Q2 | $282K | Sell |
|
|||||
|
2023
Q1 | $261K | Buy |
|
|||||
|
2022
Q4 | $224K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $241K | Buy |
|
|||||
|
2021
Q4 | $279K | Buy |
|