TrueWealth Advisors’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 | $1.49M | Sell |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $878K | Buy |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $359K | Buy |
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