Wolff Wiese Magana’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 | $3.23M | Sell |
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|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.2M | Sell |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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