1776 Wealth’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 | $1.07M | Buy |
3,679
+25
| +0.7% | +$7.25K | 0.44% | 43 |
|
|
2025
Q1 | $896K | Buy |
3,654
+2
| +0.1% | +$491 | 0.41% | 46 |
|
|
2024
Q4 | $875K | Buy |
3,652
+2
| +0.1% | +$479 | 0.4% | 48 |
|
|
2024
Q3 | $770K | Buy |
3,650
+1
| +0% | +$211 | 0.34% | 51 |
|
|
2024
Q2 | $738K | Buy |
3,649
+166
| +5% | +$33.6K | 0.33% | 56 |
|
|
2024
Q1 | $698K | Sell |
3,483
-13
| -0.4% | -$2.6K | 0.33% | 54 |
|
|
2023
Q4 | $595K | Buy |
3,496
+3
| +0.1% | +$510 | 0.29% | 65 |
|
|
2023
Q3 | $507K | Buy |
3,493
+1
| +0% | +$145 | 0.27% | 65 |
|
|
2023
Q2 | $508K | Buy |
3,492
+15
| +0.4% | +$2.18K | 0.27% | 73 |
|
|
2023
Q1 | $453K | Buy |
3,477
+542
| +18% | +$70.6K | 0.27% | 68 |
|
|
2022
Q4 | $394K | Buy |
2,935
+39
| +1% | +$5.24K | 0.28% | 72 |
|
|
2022
Q3 | $303K | Buy |
2,896
+3
| +0.1% | +$314 | 0.23% | 82 |
|
|
2022
Q2 | $326K | Buy |
2,893
+2
| +0.1% | +$225 | 0.23% | 81 |
|
|
2022
Q1 | $394K | Buy |
2,891
+720
| +33% | +$98.1K | 0.23% | 83 |
|
|
2021
Q4 | $344K | Sell |
2,171
-1
| -0% | -$158 | 0.18% | 92 |
|
|
2021
Q3 | $356K | Sell |
2,172
-131
| -6% | -$21.5K | 0.2% | 79 |
|
|
2021
Q2 | $358K | Buy |
2,303
+35
| +2% | +$5.44K | 0.2% | 81 |
|
|
2021
Q1 | $345K | Sell |
2,268
-472
| -17% | -$71.8K | 0.22% | 75 |
|
|
2020
Q4 | $348K | Buy |
2,740
+2
| +0.1% | +$254 | 0.22% | 71 |
|
|
2020
Q3 | $264K | Sell |
2,738
-1,596
| -37% | -$154K | 0.19% | 80 |
|
|
2020
Q2 | $407K | Sell |
4,334
-756
| -15% | -$71K | 0.28% | 57 |
|
|
2020
Q1 | $509K | Buy |
5,090
+4,057
| +393% | +$406K | 0.22% | 78 |
|
|
2019
Q4 | $144K | Buy |
+1,033
| New | +$144K | 0.12% | 119 |
|