Tempus Wealth Planning’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 | $3.5M | Buy |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $675K | Hold |
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|
2020
Q4 | $564K | Sell |
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|
2020
Q3 | $434K | Hold |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $451K | Buy |
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|
2019
Q4 | $629K | Buy |
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