Thrive Wealth Management’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 | $2.21M | Sell |
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|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $657K | Buy |
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