Peterson 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
Q3 | $16M | Sell |
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|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $9.52M | Buy |
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|
2024
Q2 | $8.83M | Buy |
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|
2024
Q1 | $8.66M | Sell |
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|
2023
Q4 | $7.61M | Sell |
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|
2023
Q3 | $6.54M | Buy |
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|
2023
Q2 | $6.37M | Buy |
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|
2023
Q1 | $5.53M | Buy |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $4.07M | Buy |
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|
2022
Q1 | $4.52M | Buy |
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|
2021
Q4 | $4.11M | Buy |
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