WorthPointe’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 | $320K | Sell |
|
|||||
|
2025
Q2 | $295K | Sell |
|
|||||
|
2025
Q1 | $352K | Sell |
|
|||||
|
2024
Q4 | $371K | Buy |
|
|||||
|
2024
Q3 | $317K | Buy |
|
|||||
|
2024
Q2 | $246K | Buy |
|
|||||
|
2024
Q1 | $235K | Sell |
|
|||||
|
2023
Q4 | $347K | Sell |
|
|||||
|
2023
Q3 | $390K | Buy |
|
|||||
|
2023
Q2 | $294K | Buy |
|
|||||
|
2023
Q1 | $208K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $203K | Buy |
|