49 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 | $1.27M | Sell |
4,376
-1,078
| -20% | -$313K | 0.14% | 48 |
|
|
2025
Q1 | $1.34M | Buy |
5,454
+734
| +16% | +$180K | 0.16% | 51 |
|
|
2024
Q4 | $1.13M | Buy |
4,720
+122
| +3% | +$29.2K | 0.16% | 50 |
|
|
2024
Q3 | $970K | Buy |
4,598
+1,272
| +38% | +$268K | 0.16% | 58 |
|
|
2024
Q2 | $683K | Buy |
3,326
+1,232
| +59% | +$253K | 0.13% | 67 |
|
|
2024
Q1 | $417K | Buy |
+2,094
| New | +$417K | 0.09% | 65 |
|