Pitti Group 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 | $732K | Buy |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $371K | Buy |
|