Walled Lake Planning & 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 | $2.57M | Sell |
|
|||||
|
2025
Q1 | $2.68M | Buy |
|
|||||
|
2024
Q4 | $2.62M | Buy |
|
|||||
|
2024
Q3 | $1.76M | Buy |
|
|||||
|
2024
Q2 | $988K | Buy |
|
|||||
|
2024
Q1 | $838K | Sell |
|
|||||
|
2023
Q4 | $811K | Sell |
|
|||||
|
2023
Q3 | $827K | Buy |
|
|||||
|
2023
Q2 | $774K | Sell |
|
|||||
|
2023
Q1 | $697K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $3.52M | Buy |
|
|||||
|
2022
Q2 | $3.65M | Buy |
|
|||||
|
2022
Q1 | $4.21M | Buy |
|
|||||
|
2021
Q4 | $4.8M | Buy |
|
|||||
|
2021
Q3 | $4.05M | Buy |
|
|||||
|
2021
Q2 | $3.82M | Buy |
|
|||||
|
2021
Q1 | $3.71M | Buy |
|
|||||
|
2020
Q4 | $3.08M | Sell |
|
|||||
|
2020
Q3 | $2.34M | Buy |
|
|||||
|
2020
Q2 | $2.14M | Buy |
|
|||||
|
2020
Q1 | $52K | Buy |
|
|||||
|
2019
Q4 | $81K | Buy |
|