Wagner 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 | $1.37M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $893K | Sell |
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|
2024
Q1 | $895K | Sell |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $995K | Buy |
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|
2023
Q2 | $995K | Buy |
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|
2023
Q1 | $852K | Buy |
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|
2022
Q4 | $874K | Buy |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $743K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $911K | Buy |
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|
2020
Q4 | $744K | Buy |
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|
2018
Q3 | $600K | Buy |
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|
2018
Q2 | $469K | Buy |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $454K | Buy |
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