Weaver Consulting Group’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 | $929K | Buy |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $773K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $724K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $119K | Hold |
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|
2019
Q1 | $118K | Buy |
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