Tower Wealth Partners’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 | $559K | Sell |
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|
2025
Q2 | $582K | Sell |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $234K | Buy |
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