1900 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 | $2.85M | Sell |
9,843
-3,375
| -26% | -$978K | 0.22% | 58 |
|
|
2025
Q1 | $3.24M | Sell |
13,218
-5,226
| -28% | -$1.28M | 0.27% | 55 |
|
|
2024
Q4 | $4.42M | Sell |
18,444
-2,437
| -12% | -$584K | 0.37% | 47 |
|
|
2024
Q3 | $4.4M | Sell |
20,881
-4,274
| -17% | -$901K | 0.38% | 48 |
|
|
2024
Q2 | $5.09M | Sell |
25,155
-7,844
| -24% | -$1.59M | 0.48% | 39 |
|
|
2024
Q1 | $6.61M | Sell |
32,999
-1,937
| -6% | -$388K | 0.6% | 36 |
|
|
2023
Q4 | $5.94M | Sell |
34,936
-518
| -1% | -$88.1K | 0.55% | 44 |
|
|
2023
Q3 | $5.14M | Sell |
35,454
-6,498
| -15% | -$942K | 0.51% | 53 |
|
|
2023
Q2 | $6.1M | Sell |
41,952
-104
| -0.2% | -$15.1K | 0.63% | 46 |
|
|
2023
Q1 | $5.63M | Buy |
42,056
+1,209
| +3% | +$162K | 0.61% | 44 |
|
|
2022
Q4 | $5.48M | Buy |
40,847
+177
| +0.4% | +$23.7K | 0.59% | 44 |
|
|
2022
Q3 | $4.25M | Sell |
40,670
-2
| -0% | -$209 | 0.5% | 52 |
|
|
2022
Q2 | $4.58M | Sell |
40,672
-136
| -0.3% | -$15.3K | 0.5% | 49 |
|
|
2022
Q1 | $5.56M | Buy |
40,808
+92
| +0.2% | +$12.5K | 0.53% | 48 |
|
|
2021
Q4 | $6.45M | Buy |
40,716
+2,763
| +7% | +$437K | 0.58% | 44 |
|
|
2021
Q3 | $6.21M | Buy |
37,953
+34,996
| +1,183% | +$5.73M | 0.6% | 42 |
|
|
2021
Q2 | $460K | Buy |
2,957
+238
| +9% | +$37K | 0.04% | 160 |
|
|
2021
Q1 | $413 | Buy |
+2,719
| New | +$413 | 0.03% | 133 |
|