Principle Wealth Partners’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 | $103M | Buy |
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|
2025
Q1 | $86.3M | Sell |
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|
2024
Q4 | $84.4M | Sell |
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|
2024
Q3 | $74.4M | Sell |
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|
2024
Q2 | $71.6M | Sell |
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|
2024
Q1 | $70.9M | Buy |
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|
2023
Q4 | $60M | Sell |
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|
2023
Q3 | $51.2M | Buy |
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|
2023
Q2 | $51.3M | Sell |
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|
2023
Q1 | $46.1M | Sell |
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|
2022
Q4 | $47.5M | Buy |
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|
2022
Q3 | $36.7K | Buy |
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|
2022
Q2 | $38.5M | Buy |
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|
2022
Q1 | $46.1M | Buy |
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|
2021
Q4 | $53M | Buy |
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|
2021
Q3 | $54.8M | Buy |
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|
2021
Q2 | $52M | Sell |
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|
2021
Q1 | $50.9M | Buy |
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|
2020
Q4 | $42.3M | Buy |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $3.49M | Sell |
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|
2020
Q1 | $3.35M | Buy |
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|
2019
Q4 | $4.62M | Sell |
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|
2019
Q3 | $3.94M | Buy |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.45M | Buy |
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|
2018
Q4 | $2.25M | Buy |
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