Spire 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 | $19M | Sell |
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|
2025
Q1 | $24.3M | Buy |
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|
2024
Q4 | $22.8M | Buy |
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|
2024
Q3 | $19.9M | Sell |
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|
2024
Q2 | $19.9M | Sell |
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|
2024
Q1 | $39.2M | Buy |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $7.2M | Sell |
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|
2023
Q1 | $7.74M | Buy |
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|
2022
Q4 | $5.31M | Buy |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $6.89M | Sell |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $36.3M | Buy |
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|
2021
Q3 | $33.1M | Buy |
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|
2021
Q2 | $30.6M | Sell |
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|
2021
Q1 | $34M | Buy |
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