Udine 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 | $8.92M | Sell |
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|
2025
Q1 | $8.04M | Buy |
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|
2024
Q4 | $7.44M | Sell |
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|
2024
Q3 | $6.93M | Buy |
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|
2024
Q2 | $6.61M | Buy |
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|
2024
Q1 | $6.54M | Sell |
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|
2023
Q4 | $6.57M | Sell |
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|
2023
Q3 | $5.73M | Buy |
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|
2023
Q2 | $5.66M | Sell |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $35.1M | Sell |
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|
2022
Q3 | $3.98M | Buy |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.68M | Buy |
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|
2021
Q4 | $3.86M | Buy |
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