Williams Jones Wealth 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 | $166M | Sell |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $138M | Sell |
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|
2024
Q3 | $122M | Sell |
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|
2024
Q2 | $117M | Buy |
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|
2024
Q1 | $116M | Sell |
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|
2023
Q4 | $99.5M | Sell |
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|
2023
Q3 | $89.6M | Sell |
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|
2023
Q2 | $92.4M | Sell |
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|
2023
Q1 | $83.9M | Buy |
|
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|
2022
Q4 | $81.6M | Sell |
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|
2022
Q3 | $64.2M | Buy |
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|
2022
Q2 | $69.2M | Buy |
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|
2022
Q1 | $83.5M | Sell |
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|
2021
Q4 | $97.2M | Buy |
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|
2021
Q3 | $97M | Sell |
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|
2021
Q2 | $92.3M | Buy |
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|
2021
Q1 | $89M | Buy |
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|
2020
Q4 | $73.5M | Buy |
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|
2020
Q3 | $54.6M | Sell |
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|
2020
Q2 | $53.6M | Buy |
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|
2020
Q1 | $49.3M | Sell |
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|
2019
Q4 | $77.9M | Buy |
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|
2019
Q3 | $63.2M | Buy |
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