Tyler-Stone 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 | $3.16M | Sell |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $654K | Buy |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $502K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $642K | Buy |
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