WealthBridge Investment Counsel’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 | $18.6M | Sell |
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|
2025
Q2 | $17.3M | Sell |
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|
2025
Q1 | $15M | Sell |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $14.1M | Sell |
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|
2023
Q4 | $12.2M | Sell |
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|
2023
Q3 | $10.7M | Sell |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $9.72M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $8.01M | Buy |
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|
2022
Q1 | $9.59M | Buy |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $11.5M | Sell |
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|
2021
Q2 | $11.4M | Sell |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $9.43M | Sell |
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|
2020
Q3 | $7.16M | Buy |
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|
2020
Q2 | $6.96M | Buy |
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|
2020
Q1 | $6.56M | Sell |
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|
2019
Q4 | $10.8M | Buy |
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