Waller Financial Planning 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 | $846K | Sell |
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|
2025
Q2 | $863K | Sell |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $223K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $355K | Buy |
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