Schneider Downs Wealth Management 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
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.65M | Hold |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $341K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $970K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $724K | Sell |
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|
2021
Q1 | $709K | Buy |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $335K | Buy |
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