Wealth Quarterback’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 | $459K | Sell |
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|
2025
Q2 | $467K | Buy |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $678K | Buy |
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