1 North Wealth Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
800
| – | – | 0.09% | 54 |
|
|
2025
Q1 | $196K | Buy |
+800
| New | +$196K | 0.09% | 52 |
|
|
2019
Q4 | $213K | Buy |
1,531
+334
| +28% | +$46.5K | 0.13% | 59 |
|
|
2019
Q3 | $141K | Buy |
+1,197
| New | +$141K | 0.09% | 61 |
|
|
2019
Q1 | $136K | Buy |
1,347
+35
| +3% | +$3.53K | 0.1% | 61 |
|
|
2018
Q4 | $128K | Buy |
+1,312
| New | +$128K | 0.11% | 58 |
|