Ridgecrest Wealth Partners’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 | $2.49M | Buy |
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|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.24M | Hold |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $987K | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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