Altus 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 | – | Sell |
-3,373
| Closed | -$827K | – | 36 |
|
|
2025
Q1 | $827K | Buy |
3,373
+6
| +0.2% | +$1.47K | 0.39% | 19 |
|
|
2024
Q4 | $807K | Buy |
3,367
+55
| +2% | +$13.2K | 0.36% | 21 |
|
|
2024
Q3 | $698K | Sell |
3,312
-1
| -0% | -$211 | 0.33% | 20 |
|
|
2024
Q2 | $670K | Buy |
3,313
+30
| +0.9% | +$6.07K | 0.32% | 21 |
|
|
2024
Q1 | $658K | Buy |
3,283
+178
| +6% | +$35.7K | 0.35% | 19 |
|
|
2023
Q4 | $528K | Buy |
3,105
+349
| +13% | +$59.4K | 0.32% | 20 |
|
|
2023
Q3 | $400K | Buy |
2,756
+52
| +2% | +$7.54K | 0.28% | 24 |
|
|
2023
Q2 | $393K | Buy |
2,704
+44
| +2% | +$6.4K | 0.31% | 18 |
|
|
2023
Q1 | $347K | Buy |
2,660
+8
| +0.3% | +$1.04K | 0.29% | 19 |
|
|
2022
Q4 | $356K | Buy |
2,652
+8
| +0.3% | +$1.07K | 0.31% | 18 |
|
|
2022
Q3 | $276K | Buy |
2,644
+10
| +0.4% | +$1.04K | 0.24% | 26 |
|
|
2022
Q2 | $297K | Buy |
2,634
+9
| +0.3% | +$1.02K | 0.23% | 27 |
|
|
2022
Q1 | $358K | Buy |
2,625
+7
| +0.3% | +$955 | 0.25% | 26 |
|
|
2021
Q4 | $415K | Buy |
2,618
+7
| +0.3% | +$1.11K | 0.25% | 25 |
|
|
2021
Q3 | $427K | Buy |
2,611
+6
| +0.2% | +$981 | 0.27% | 21 |
|
|
2021
Q2 | $405K | Buy |
2,605
+6
| +0.2% | +$933 | 0.26% | 22 |
|
|
2021
Q1 | $396K | Buy |
2,599
+8
| +0.3% | +$1.22K | 0.28% | 22 |
|
|
2020
Q4 | $329K | Sell |
2,591
-261
| -9% | -$33.1K | 0.26% | 21 |
|
|
2020
Q3 | $275K | Sell |
2,852
-116
| -4% | -$11.2K | 0.25% | 23 |
|
|
2020
Q2 | $279K | Buy |
2,968
+9
| +0.3% | +$846 | 0.31% | 19 |
|
|
2020
Q1 | $266K | Sell |
2,959
-41
| -1% | -$3.69K | 0.38% | 18 |
|
|
2019
Q4 | $418K | Buy |
+3,000
| New | +$418K | 0.41% | 21 |
|