Ullmann Wealth Partners Group’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 | $4.94M | Buy |
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|
2025
Q2 | $4.49M | Buy |
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|
2025
Q1 | $3.76M | Buy |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $778K | Buy |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $655K | Buy |
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|
2021
Q2 | $618K | Hold |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $505K | Hold |
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|
2020
Q3 | $383K | Buy |
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|
2020
Q2 | $364K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $474K | Sell |
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|
2019
Q1 | $441K | Buy |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $304K | Sell |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $148K | Buy |
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