True Wealth Design’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 | $166K | Buy |
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|
2025
Q2 | $120K | Buy |
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|
2025
Q1 | $96.1K | Buy |
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|
2024
Q4 | $62.1K | Buy |
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|
2024
Q3 | $49.3K | Sell |
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|
2024
Q2 | $67.5K | Hold |
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|
2024
Q1 | $66.8K | Sell |
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|
2023
Q4 | $65.8K | Buy |
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|
2023
Q3 | $51.3K | Sell |
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|
2023
Q2 | $82.1K | Sell |
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|
2023
Q1 | $82.4K | Buy |
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|
2022
Q4 | $75.7K | Buy |
|