Private Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $957K | Buy |
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|
2024
Q1 | $890K | Sell |
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|
2023
Q4 | $800K | Buy |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $640K | Hold |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $495K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $313K | Hold |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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