Adamsbrown Wealth Consultants’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 | $467K | Sell |
1,611
-16
| -1% | -$4.64K | 0.14% | 54 |
|
|
2025
Q1 | $399K | Buy |
1,627
+198
| +14% | +$48.6K | 0.13% | 59 |
|
|
2024
Q4 | $342K | Buy |
1,429
+45
| +3% | +$10.8K | 0.12% | 66 |
|
|
2024
Q3 | $292K | Buy |
1,384
+25
| +2% | +$5.27K | 0.1% | 73 |
|
|
2024
Q2 | $275K | Buy |
1,359
+2
| +0.1% | +$405 | 0.11% | 69 |
|
|
2024
Q1 | $272K | Buy |
1,357
+52
| +4% | +$10.4K | 0.11% | 66 |
|
|
2023
Q4 | $222K | Buy |
+1,305
| New | +$222K | 0.1% | 74 |
|