Peterson 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
Q3 | $635K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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