Warren Street Wealth 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 | $1.23M | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $925K | Sell |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $815K | Buy |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $207K | Buy |
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