WR Wealth Planners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $942K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $59.5K | Sell |
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|
2022
Q3 | $48.9K | Buy |
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|
2022
Q2 | $49.3K | Buy |
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|
2022
Q1 | $59.3K | Buy |
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