Wayfinding Financial’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 | $1.32M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $995K | Buy |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $932K | Buy |
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|
2023
Q3 | $751K | Buy |
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|
2023
Q2 | $816K | Buy |
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|
2023
Q1 | $632K | Buy |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $512K | Buy |
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