Paulson 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
Q2 | $2.48M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $913K | Buy |
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|
2022
Q2 | $776K | Buy |
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|
2022
Q1 | $900K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $854K | Buy |
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|
2020
Q3 | $591K | Buy |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $729K | Sell |
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|
2019
Q3 | $841K | Sell |
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|
2019
Q2 | $877K | Sell |
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|
2019
Q1 | $782K | Buy |
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|
2018
Q4 | $764K | Buy |
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|
2018
Q3 | $741K | Buy |
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|
2018
Q2 | $634K | Sell |
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|
2018
Q1 | $773K | Buy |
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|
2017
Q4 | $749K | Buy |
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