Twelve Points 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 | $4.37M | Buy |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $3.4M | Sell |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.38M | Sell |
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|
2021
Q4 | $2.83M | Buy |
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