RF&L 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 | $2.21M | Sell |
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|
2025
Q2 | $2.1M | Hold |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.74M | Hold |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $976K | Hold |
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|
2022
Q4 | $1M | Buy |
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