Act 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 | $302K | Sell |
1,042
-84
| -7% | -$24.4K | 0.13% | 37 |
|
|
2025
Q1 | $276K | Sell |
1,126
-58
| -5% | -$14.2K | 0.13% | 36 |
|
|
2024
Q4 | $284K | Sell |
1,184
-118
| -9% | -$28.3K | 0.13% | 35 |
|
|
2024
Q3 | $275K | Sell |
1,302
-278
| -18% | -$58.6K | 0.12% | 33 |
|
|
2024
Q2 | $320K | Buy |
1,580
+10
| +0.6% | +$2.02K | 0.16% | 26 |
|
|
2024
Q1 | $314K | Sell |
1,570
-603
| -28% | -$121K | 0.16% | 25 |
|
|
2023
Q4 | $370K | Sell |
2,173
-11
| -0.5% | -$1.87K | 0.2% | 24 |
|
|
2023
Q3 | $317K | Buy |
2,184
+34
| +2% | +$4.93K | 0.21% | 21 |
|
|
2023
Q2 | $313K | Sell |
2,150
-133
| -6% | -$19.3K | 0.18% | 23 |
|
|
2023
Q1 | $298K | Buy |
2,283
+72
| +3% | +$9.38K | 0.18% | 23 |
|
|
2022
Q4 | $296K | Buy |
2,211
+8
| +0.4% | +$1.07K | 0.19% | 24 |
|
|
2022
Q3 | $230K | Sell |
2,203
-422
| -16% | -$44.1K | 0.16% | 28 |
|
|
2022
Q2 | $296K | Sell |
2,625
-161
| -6% | -$18.2K | 0.19% | 23 |
|
|
2022
Q1 | $380K | Buy |
2,786
+37
| +1% | +$5.05K | 0.22% | 23 |
|
|
2021
Q4 | $435K | Buy |
2,749
+559
| +26% | +$88.5K | 0.25% | 20 |
|
|
2021
Q3 | $341K | Hold |
2,190
| – | – | 0.21% | 22 |
|
|
2021
Q2 | $341K | Sell |
2,190
-50
| -2% | -$7.79K | 0.21% | 23 |
|
|
2021
Q1 | $341K | Sell |
2,240
-236
| -10% | -$35.9K | 0.22% | 21 |
|
|
2020
Q4 | $315K | Buy |
+2,476
| New | +$315K | 0.2% | 20 |
|