Wealthgate Family Office’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $477K | Hold |
|
|||||
|
2024
Q1 | $473K | Hold |
|
|||||
|
2023
Q4 | $401K | Hold |
|
|||||
|
2023
Q3 | $342K | Hold |
|
|||||
|
2023
Q2 | $343K | Hold |
|
|||||
|
2023
Q1 | $308K | Hold |
|
|||||
|
2022
Q4 | $316K | Hold |
|
|||||
|
2022
Q3 | $247K | Hold |
|
|||||
|
2022
Q2 | $266K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $502K | Hold |
|
|||||
|
2020
Q4 | $419K | Buy |
|