WT Wealth 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 | $569K | Sell |
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $3.78M | Sell |
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|
2023
Q4 | $3.29M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $231K | Buy |
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