Walkner Condon Financial Advisors’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 | $1.51M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $846K | Buy |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $258K | Buy |
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