Wealthspan 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 | $621K | Hold |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $387K | Buy |
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