REDW 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 | $217K | Sell |
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|
2025
Q2 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $933K | Buy |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $688K | Sell |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $990K | Buy |
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|
2020
Q4 | $826K | Buy |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $575K | Buy |
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|
2019
Q4 | $866K | Sell |
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|
2019
Q3 | $770K | Buy |
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|
2019
Q2 | $731K | Buy |
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|
2019
Q1 | $662K | Sell |
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|
2018
Q4 | $655K | Buy |
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|
2018
Q3 | $757K | Sell |
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|
2018
Q2 | $738K | Buy |
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|
2018
Q1 | $742K | Sell |
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|
2017
Q4 | $780K | Hold |
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|
2017
Q3 | $696K | Buy |
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|
2017
Q2 | $644K | Buy |
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|
2017
Q1 | $608K | Sell |
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|
2016
Q4 | $597K | Buy |
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