Retirement Income Solutions’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 | $1.3M | Buy |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $928K | Hold |
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|
2024
Q2 | $891K | Sell |
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|
2024
Q1 | $907K | Hold |
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|
2023
Q4 | $770K | Buy |
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|
2023
Q3 | $651K | Hold |
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|
2023
Q2 | $653K | Hold |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $570K | Hold |
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|
2022
Q3 | $451K | Hold |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $512K | Hold |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $399K | Sell |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $568K | Sell |
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|
2019
Q3 | $584K | Buy |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $452K | Hold |
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|
2018
Q4 | $436K | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $485K | Buy |
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|
2018
Q1 | $434K | Sell |
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|
2017
Q4 | $438K | Buy |
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