Signature Wealth Management Group’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 | $598K | Sell |
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|
2025
Q1 | $543K | Sell |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q2 | $3.98M | Sell |
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $3.65M | Buy |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $75K | Sell |
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|
2018
Q2 | $76K | Hold |
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|
2018
Q1 | $80K | Buy |
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|
2017
Q4 | $70K | Buy |
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