Sage Private Wealth Group’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 | $1.3M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $463K | Buy |
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