Prentice 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
Q3 | $2.84M | Sell |
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|
2025
Q2 | $2.7M | Sell |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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