Reston Wealth Management’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 | $768K | Buy |
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|
2025
Q2 | $703K | Buy |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $938K | Sell |
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|
2023
Q4 | $886K | Buy |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $650K | Buy |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $834K | Buy |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $763K | Buy |
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|
2020
Q4 | $610K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $381K | Buy |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $244K | Buy |
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