Rezny 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
Q1 | – | Sell |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $222K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Buy |
|