Wealth Architects’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 | $3.91M | Sell |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $976K | Sell |
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|
2020
Q3 | $752K | Buy |
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|
2020
Q2 | $732K | Buy |
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|
2020
Q1 | $656K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $908K | Sell |
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|
2019
Q2 | $877K | Buy |
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|
2019
Q1 | $763K | Buy |
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|
2018
Q4 | $732K | Sell |
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|
2018
Q3 | $848K | Buy |
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|
2018
Q2 | $752K | Sell |
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|
2018
Q1 | $809K | Sell |
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|
2017
Q4 | $908K | Sell |
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|
2017
Q3 | $828K | Buy |
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|
2017
Q2 | $774K | Sell |
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|
2017
Q1 | $746K | Sell |
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|
2016
Q4 | $819K | Buy |
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|
2016
Q3 | $541K | Sell |
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|
2016
Q2 | $541K | Hold |
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|
2016
Q1 | $516K | Buy |
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|
2015
Q4 | $564K | Hold |
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|
2015
Q3 | $521K | Buy |
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|
2015
Q2 | $552K | Buy |
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|
2015
Q1 | $332K | Sell |
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|
2014
Q4 | $358K | Buy |
|