ShoreHaven Wealth Partners’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 | $481K | Buy |
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|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $217K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $228K | Buy |
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