Wolff Financial 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
Q3 | $1.01M | Sell |
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|
2025
Q2 | $931K | Buy |
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|
2025
Q1 | $787K | Hold |
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|
2024
Q4 | $769K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $649K | Hold |
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|
2024
Q1 | $643K | Hold |
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|
2023
Q4 | $546K | Hold |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $364K | Hold |
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|
2022
Q1 | $441K | Hold |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $263K | Buy |
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