Worth Asset 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 | $458K | Sell |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $126K | Sell |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $148K | Buy |
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