WealthTrust Axiom’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 | $1.65M | Hold |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $754K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $761K | Sell |
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|
2022
Q3 | $597K | Sell |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $915K | Sell |
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|
2021
Q3 | $953K | Buy |
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|
2021
Q2 | $897K | Sell |
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|
2021
Q1 | $970K | Buy |
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|
2020
Q4 | $749K | Sell |
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|
2020
Q3 | $621K | Sell |
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|
2020
Q2 | $724K | Buy |
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|
2020
Q1 | $648K | Buy |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $618K | Sell |
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|
2019
Q2 | $598K | Hold |
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|
2019
Q1 | $541K | Hold |
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|
2018
Q4 | $522K | Hold |
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|
2018
Q3 | $603K | Buy |
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|
2018
Q2 | $547K | Buy |
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|
2018
Q1 | $506K | Buy |
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|
2017
Q4 | $413K | Sell |
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|
2017
Q3 | $458K | Buy |
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|
2017
Q2 | $295K | Hold |
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|
2017
Q1 | $283K | Sell |
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|
2016
Q4 | $3.17M | Buy |
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|
2016
Q3 | $2.41M | Buy |
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|
2016
Q2 | $242K | Hold |
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|
2016
Q1 | $230K | Buy |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $219K | Hold |
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|
2015
Q2 | $243K | Hold |
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|
2015
Q1 | $218K | Hold |
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|
2014
Q4 | $225K | Sell |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $210K | Hold |
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|
2014
Q1 | $221K | Hold |
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|
2013
Q4 | $213K | Buy |
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