Wealthstream Advisors’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
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $922K | Sell |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $916K | Buy |
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|
2023
Q4 | $770K | Buy |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $398K | Buy |
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