Shakespeare 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 | $1.67M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.24M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $901K | Hold |
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|
2023
Q2 | $903K | Buy |
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|
2023
Q1 | $794K | Hold |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $804K | Buy |
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