WealthTrust Asset Management’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 | $892K | Sell |
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|
2025
Q1 | $904K | Sell |
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|
2024
Q4 | $930K | Sell |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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