Altus Wealth Group’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 | $2.06M | Buy |
7,109
+327
| +5% | +$94.8K | 0.91% | 24 |
|
|
2025
Q1 | $1.66M | Sell |
6,782
-905
| -12% | -$222K | 0.78% | 27 |
|
|
2024
Q4 | $1.84M | Sell |
7,687
-8
| -0.1% | -$1.92K | 0.82% | 33 |
|
|
2024
Q3 | $1.62M | Buy |
7,695
+668
| +10% | +$141K | 0.69% | 37 |
|
|
2024
Q2 | $1.42M | Sell |
7,027
-442
| -6% | -$89.4K | 0.71% | 37 |
|
|
2024
Q1 | $1.5M | Sell |
7,469
-56
| -0.7% | -$11.2K | 0.75% | 35 |
|
|
2023
Q4 | $1.28M | Buy |
7,525
+83
| +1% | +$14.1K | 0.71% | 35 |
|
|
2023
Q3 | $1.08M | Sell |
7,442
-163
| -2% | -$23.6K | 0.68% | 36 |
|
|
2023
Q2 | $1.11M | Buy |
7,605
+41
| +0.5% | +$5.96K | 0.68% | 33 |
|
|
2023
Q1 | $986K | Sell |
7,564
-105
| -1% | -$13.7K | 0.66% | 33 |
|
|
2022
Q4 | $1.03M | Buy |
7,669
+1,388
| +22% | +$186K | 0.78% | 27 |
|
|
2022
Q3 | $1.03M | Hold |
6,281
| – | – | 1.02% | 23 |
|
|
2022
Q2 | $1.03M | Buy |
6,281
+88
| +1% | +$14.4K | 1.02% | 23 |
|
|
2022
Q1 | $844K | Sell |
6,193
-137
| -2% | -$18.7K | 0.69% | 32 |
|
|
2021
Q4 | $1M | Buy |
6,330
+49
| +0.8% | +$7.76K | 0.83% | 27 |
|
|
2021
Q3 | $1.03M | Buy |
6,281
+390
| +7% | +$63.8K | 1.02% | 23 |
|
|
2021
Q2 | $917K | Sell |
5,891
-3
| -0.1% | -$467 | 0.9% | 26 |
|
|
2021
Q1 | $917K | Buy |
5,894
+403
| +7% | +$62.7K | 0.91% | 26 |
|
|
2020
Q4 | $697K | Buy |
+5,491
| New | +$697K | 0.67% | 29 |
|