Three Bridge Wealth Advisors’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 | $643K | Sell |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $500K | Hold |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $266K | Buy |
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