Warther Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $459K | Buy |
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|
2025
Q3 | $405K | Sell |
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|
2025
Q2 | $620K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.41M | Buy |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.51M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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