Wealth Dimensions Group’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 | $2.4M | Buy |
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|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $977K | Sell |
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|
2023
Q3 | $889K | Sell |
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|
2023
Q2 | $926K | Buy |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $715K | Buy |
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|
2022
Q1 | $858K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $957K | Buy |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $778K | Buy |
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|
2020
Q4 | $605K | Buy |
|