Richard W. Paul & Associates’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
Q2 | $1.87M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.55M | Hold |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $994K | Buy |
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|
2023
Q2 | $974K | Buy |
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|
2023
Q1 | $832K | Sell |
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|
2022
Q4 | $907K | Buy |
|