Valley Wealth Managers’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 | $6.84M | Sell |
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|
2025
Q2 | $6.29M | Sell |
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|
2025
Q1 | $5.4M | Sell |
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|
2024
Q4 | $5.49M | Sell |
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|
2024
Q3 | $5.45M | Sell |
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|
2024
Q2 | $5.62M | Sell |
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|
2024
Q1 | $6.03M | Sell |
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|
2023
Q4 | $5.75M | Sell |
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|
2023
Q3 | $5.06M | Sell |
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|
2023
Q2 | $5.28M | Sell |
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|
2023
Q1 | $5.14M | Buy |
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|
2022
Q4 | $5.25M | Sell |
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|
2022
Q3 | $4.66M | Sell |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.33M | Buy |
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|
2021
Q4 | $7.15M | Sell |
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|
2021
Q3 | $7.52M | Sell |
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|
2021
Q2 | $7.25M | Buy |
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|
2021
Q1 | $6.92M | Buy |
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|
2020
Q4 | $5.75M | Sell |
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|
2020
Q3 | $4.42M | Sell |
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|
2020
Q2 | $4.58M | Buy |
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|
2020
Q1 | $4.34M | Buy |
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|
2019
Q4 | $6.39M | Buy |
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|
2019
Q3 | $5.34M | Sell |
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|
2019
Q2 | $5.17M | Buy |
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|
2019
Q1 | $4.61M | Buy |
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|
2018
Q4 | $4.35M | Buy |
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|
2018
Q3 | $3.76M | Buy |
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|
2018
Q2 | $3.11M | Sell |
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|
2018
Q1 | $3.53M | Sell |
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|
2017
Q4 | $3.62M | Sell |
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|
2017
Q3 | $3.39M | Sell |
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|
2017
Q2 | $3.41M | Sell |
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|
2017
Q1 | $3.53M | Buy |
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|
2016
Q4 | $3.42M | Sell |
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|
2016
Q3 | $2.69M | Buy |
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $1.48M | Buy |
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|
2015
Q4 | $1.23M | Sell |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.31M | Sell |
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|
2015
Q1 | $1.28M | Sell |
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $1.17M | Sell |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $1.04M | Buy |
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|
2013
Q4 | $973K | Buy |
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|
2013
Q3 | $818K | Sell |
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|
2013
Q2 | $914K | Buy |
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