Purus 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 | $4.48M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.59M | Sell |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $979K | Buy |
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|
2022
Q4 | $934K | Sell |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $801K | Sell |
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|
2022
Q1 | $993K | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $588K | Buy |
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