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