Transform Wealth’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
Q1 | $27.1M | Buy |
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|
2024
Q4 | $26.1M | Buy |
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|
2024
Q3 | $20.4M | Buy |
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|
2024
Q2 | $19.3M | Buy |
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|
2024
Q1 | $18.7M | Sell |
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|
2023
Q4 | $17.5M | Sell |
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|
2023
Q3 | $14.9M | Sell |
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|
2023
Q2 | $18M | Buy |
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|
2023
Q1 | $16M | Buy |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $8.51M | Sell |
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|
2022
Q2 | $9.44M | Buy |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $13M | Sell |
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|
2021
Q3 | $13.5M | Sell |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $8.24M | Buy |
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|
2020
Q4 | $6.59M | Sell |
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|
2020
Q3 | $7.93M | Sell |
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|
2020
Q2 | $7.86M | Buy |
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|
2020
Q1 | $5.47M | Buy |
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|
2019
Q4 | $7.88M | Buy |
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|
2019
Q3 | $5.81M | Sell |
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|
2019
Q2 | $6.47M | Sell |
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|
2019
Q1 | $6.76M | Buy |
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|
2018
Q4 | $5.12M | Sell |
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|
2018
Q3 | $7.64M | Buy |
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|
2018
Q2 | $5.16M | Sell |
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|
2018
Q1 | $5.74M | Buy |
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|
2017
Q4 | $2.67M | Buy |
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|
2017
Q3 | $1.32M | Buy |
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