Rede 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
Q3 | $1.14M | Buy |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $782K | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $689K | Buy |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $898K | Buy |
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|
2021
Q2 | $814K | Buy |
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|
2021
Q1 | $797K | Buy |
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|
2020
Q4 | $628K | Buy |
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