Von Berge Wealth Management 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 | – | Sell |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $460K | Sell |
|
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|
2024
Q3 | $427K | Sell |
|
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|
2024
Q2 | $360K | Hold |
|
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $221K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $226K | Buy |
|