Abound 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 | $1M | Buy |
3,466
+162
| +5% | +$47K | 0.28% | 31 |
|
|
2025
Q1 | $811K | Sell |
3,304
-5
| -0.2% | -$1.23K | 0.27% | 30 |
|
|
2024
Q4 | $793K | Buy |
3,309
+33
| +1% | +$7.91K | 0.25% | 32 |
|
|
2024
Q3 | $691K | Buy |
3,276
+40
| +1% | +$8.43K | 0.23% | 34 |
|
|
2024
Q2 | $654K | Buy |
3,236
+1,788
| +123% | +$362K | 0.24% | 33 |
|
|
2024
Q1 | $290K | Buy |
1,448
+184
| +15% | +$36.9K | 0.11% | 47 |
|
|
2023
Q4 | $215K | Buy |
1,264
+73
| +6% | +$12.4K | 0.09% | 54 |
|
|
2023
Q3 | $173K | Sell |
1,191
-12
| -1% | -$1.74K | 0.07% | 57 |
|
|
2023
Q2 | $175K | Buy |
1,203
+134
| +13% | +$19.5K | 0.07% | 57 |
|
|
2023
Q1 | $139K | Buy |
1,069
+94
| +10% | +$12.2K | 0.06% | 59 |
|
|
2022
Q4 | $131K | Buy |
975
+29
| +3% | +$3.89K | 0.06% | 57 |
|
|
2022
Q3 | $98.9K | Buy |
946
+116
| +14% | +$12.1K | 0.05% | 60 |
|
|
2022
Q2 | $93.5K | Sell |
830
-12
| -1% | -$1.35K | 0.05% | 50 |
|
|
2022
Q1 | $115K | Sell |
842
-96
| -10% | -$13.1K | 0.08% | 50 |
|
|
2021
Q4 | $148K | Buy |
+938
| New | +$148K | 0.12% | 43 |
|