Sculati 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 | $5.41M | Sell |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $4.64M | Sell |
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|
2024
Q3 | $4.16M | Sell |
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|
2024
Q2 | $4.05M | Sell |
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|
2024
Q1 | $4.07M | Sell |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.41M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $2.17M | Hold |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.76M | Buy |
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