Red Wave Investments’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
Q3 | $1.51M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $963K | Hold |
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|
2024
Q1 | $954K | Buy |
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|
2023
Q4 | $801K | Sell |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $706K | Sell |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $825K | Buy |
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|
2021
Q3 | $839K | Sell |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | $765K | Buy |
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|
2020
Q4 | $628K | Buy |
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