Orgel 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 | $352K | Sell |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $192K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $213K | Buy |
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