PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $357K | Hold |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $4.9M | Buy |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $447K | Hold |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $101K | Sell |
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|
2018
Q4 | $105K | Buy |
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