SteelPeak Wealth’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 | $24.4M | Buy |
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|
2025
Q2 | $19M | Sell |
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|
2025
Q1 | $16.6M | Buy |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $14.4M | Sell |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $12.5M | Sell |
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|
2023
Q3 | $17.1M | Sell |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | $18.3M | Buy |
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|
2022
Q4 | $18.5M | Buy |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $14.1M | Buy |
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|
2022
Q1 | $5.88M | Sell |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $14M | Buy |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $7.54M | Buy |
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|
2020
Q2 | $6.96M | Sell |
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|
2020
Q1 | $7.43M | Buy |
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|
2019
Q4 | $9.49M | Buy |
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