WealthPLAN Partners’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 | $7.36M | Buy |
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|
2025
Q2 | $6.43M | Sell |
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|
2025
Q1 | $6.19M | Sell |
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|
2024
Q4 | $6.11M | Sell |
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|
2024
Q3 | $5.76M | Sell |
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|
2024
Q2 | $6.32M | Sell |
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|
2024
Q1 | $6.3M | Sell |
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|
2023
Q4 | $5.65M | Buy |
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|
2023
Q3 | $4.62M | Buy |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $7.06M | Buy |
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|
2022
Q1 | $5.88M | Buy |
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|
2021
Q4 | $6.85M | Sell |
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|
2021
Q3 | $7.53M | Sell |
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|
2021
Q2 | $7.69M | Sell |
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|
2021
Q1 | $7.52M | Sell |
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|
2020
Q4 | $7.07M | Sell |
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|
2020
Q3 | $7.5M | Sell |
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|
2020
Q2 | $13.2M | Buy |
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|
2020
Q1 | $9.79M | Buy |
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|
2019
Q4 | $13.2M | Sell |
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|
2019
Q3 | $12.3M | Buy |
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|
2019
Q2 | $9.82M | Sell |
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|
2019
Q1 | $10M | Buy |
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|
2018
Q4 | $9.03M | Buy |
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|
2018
Q3 | $8.62M | Buy |
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|
2018
Q2 | $7.67M | Sell |
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|
2018
Q1 | $8.69M | Buy |
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|
2017
Q4 | $7.53M | Buy |
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|
2017
Q3 | $6.51M | Buy |
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|
2017
Q2 | $5.8M | Buy |
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|
2017
Q1 | $243K | Buy |
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|
2016
Q3 | $2.76M | Sell |
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|
2016
Q2 | $2.57M | Buy |
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|
2015
Q4 | $2.3M | Buy |
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|
2015
Q2 | $875K | Buy |
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|
2015
Q1 | $390K | Buy |
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