Redwood Wealth Management Group’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 | $644K | Buy |
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|
2025
Q2 | $592K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $256K | Buy |
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