Redmont Wealth Advisors’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
Q1 | $16.9K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $48.1K | Hold |
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|
2024
Q2 | $46.1K | Sell |
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|
2024
Q1 | $65.7K | Sell |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $480K | Buy |
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