Waterfront 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.91M | Buy |
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|
2025
Q2 | $2.79M | Sell |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $955K | Buy |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $211K | Buy |
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