Sax Wealth Advisors’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 | $6.69M | Buy |
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|
2025
Q2 | $6.01M | Buy |
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|
2025
Q1 | $4.73M | Buy |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $746K | Sell |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $621K | Hold |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $805K | Buy |
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|
2021
Q3 | $808K | Sell |
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|
2021
Q2 | $774K | Buy |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $611K | Buy |
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