Whitaker-Myers Wealth Managers’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 | $1.37M | Sell |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $733K | Buy |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $231K | Buy |
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