Ruedi 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
Q2 | $408K | Sell |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $305K | Buy |
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