Quantum Private Wealth’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 | $989K | Hold |
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|
2025
Q1 | $837K | Sell |
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|
2024
Q4 | $882K | Sell |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $823K | Buy |
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|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $621K | Hold |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $985K | Sell |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $817K | Buy |
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|
2022
Q2 | $428K | Sell |
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|
2022
Q1 | $604K | Hold |
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|
2021
Q4 | $701K | Buy |
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