1858 Wealth Management’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 | $947K | Sell |
3,265
-141
| -4% | -$40.9K | 0.7% | 41 |
|
|
2025
Q1 | $835K | Sell |
3,406
-672
| -16% | -$165K | 0.71% | 46 |
|
|
2024
Q4 | $978K | Sell |
4,078
-66
| -2% | -$15.8K | 0.77% | 38 |
|
|
2024
Q3 | $874K | Buy |
4,144
+499
| +14% | +$105K | 0.72% | 41 |
|
|
2024
Q2 | $737K | Buy |
3,645
+956
| +36% | +$193K | 0.61% | 49 |
|
|
2024
Q1 | $457K | Hold |
2,689
| – | – | 0.43% | 65 |
|
|
2023
Q4 | $457K | Buy |
+2,689
| New | +$457K | 0.43% | 65 |
|