Wealth Effects’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 | $8.59M | Buy |
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|
2025
Q1 | $7.18M | Sell |
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|
2024
Q4 | $7.32M | Sell |
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|
2024
Q3 | $6.48M | Sell |
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|
2024
Q2 | $6.23M | Buy |
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|
2024
Q1 | $6.1M | Sell |
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|
2023
Q4 | $5.5M | Buy |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $4.28M | Sell |
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|
2022
Q3 | $3.38M | Buy |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $4.33M | Buy |
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|
2021
Q4 | $4.87M | Buy |
|