Total Clarity 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 | $3.69M | Buy |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.69M | Hold |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.21M | Buy |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $927K | Buy |
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|
2020
Q2 | $885K | Buy |
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|
2020
Q1 | $832K | Sell |
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|
2019
Q4 | $1.33M | Buy |
|