Stone Summit 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
Q2 | $8.82M | Sell |
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|
2025
Q1 | $7.55M | Sell |
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|
2024
Q4 | $7.46M | Sell |
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|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $6.71M | Sell |
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|
2024
Q1 | $6.82M | Sell |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $5.42M | Sell |
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|
2023
Q2 | $5.52M | Sell |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $5.29M | Buy |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $3.44M | Buy |
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