Silverlake 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
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $742K | Buy |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $616K | Buy |
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