TruWealth 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 | $36.9M | Buy |
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|
2025
Q2 | $33.8M | Buy |
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|
2025
Q1 | $27.6M | Sell |
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|
2024
Q4 | $30.4M | Sell |
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|
2024
Q3 | $27.3M | Buy |
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|
2024
Q2 | $26.2M | Buy |
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|
2024
Q1 | $25.6M | Buy |
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|
2023
Q4 | $21.7M | Buy |
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|
2023
Q3 | $18.2M | Buy |
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|
2023
Q2 | $18M | Buy |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $12M | Buy |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $13.1M | Buy |
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|
2020
Q4 | $9.25M | Buy |
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