One Charles Private Wealth Services’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 | $3.97M | Buy |
|
|||||
|
2025
Q1 | $3.03M | Buy |
|
|||||
|
2024
Q4 | $2.94M | Buy |
|
|||||
|
2024
Q3 | $2.57M | Buy |
|
|||||
|
2024
Q2 | $2.45M | Buy |
|
|||||
|
2024
Q1 | $2.41M | Buy |
|
|||||
|
2023
Q4 | $2.01M | Buy |
|
|||||
|
2023
Q3 | $1.66M | Buy |
|
|||||
|
2023
Q2 | $1.63M | Sell |
|
|||||
|
2023
Q1 | $1.47M | Buy |
|
|||||
|
2022
Q4 | $1.5M | Sell |
|
|||||
|
2022
Q3 | $1.17M | Buy |
|
|||||
|
2022
Q2 | $1.24M | Buy |
|
|||||
|
2022
Q1 | $1.49M | Sell |
|
|||||
|
2021
Q4 | $1.73M | Sell |
|
|||||
|
2021
Q3 | $1.95M | Sell |
|
|||||
|
2021
Q2 | $1.9M | Buy |
|
|||||
|
2021
Q1 | $712K | Buy |
|
|||||
|
2020
Q4 | $519K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $1.49M | Buy |
|
|||||
|
2020
Q1 | $1.32M | Buy |
|
|||||
|
2019
Q4 | $1.75M | Buy |
|