Tradition 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
Q2 | $4.53M | Buy |
|
|||||
|
2025
Q1 | $3.31M | Buy |
|
|||||
|
2024
Q4 | $3.12M | Buy |
|
|||||
|
2024
Q3 | $2.68M | Buy |
|
|||||
|
2024
Q2 | $2.46M | Buy |
|
|||||
|
2024
Q1 | $2.28M | Buy |
|
|||||
|
2023
Q4 | $1.81M | Sell |
|
|||||
|
2023
Q3 | $1.6M | Buy |
|
|||||
|
2023
Q2 | $1.55M | Sell |
|
|||||
|
2023
Q1 | $1.41M | Buy |
|
|||||
|
2022
Q4 | $1.28M | Sell |
|
|||||
|
2022
Q3 | $1.01M | Buy |
|
|||||
|
2022
Q2 | $948K | Sell |
|
|||||
|
2022
Q1 | $1.16M | Buy |
|
|||||
|
2021
Q4 | $1.3M | Buy |
|
|||||
|
2021
Q3 | $1.2M | Buy |
|
|||||
|
2021
Q2 | $1.1M | Sell |
|
|||||
|
2021
Q1 | $1.09M | Buy |
|
|||||
|
2020
Q4 | $883K | Buy |
|