Outlook Wealth Advisors’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 | $966K | Buy |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $981K | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $864K | Buy |
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|
2021
Q1 | $725K | Buy |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $451K | Buy |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $581K | Buy |
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