TCWP’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $2.9M | Sell |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.8M | Buy |
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