Angeles 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 | $5.18M | Sell |
17,854
-133
| -0.7% | -$38.6K | 0.36% | 33 |
|
|
2025
Q1 | $4.41M | Buy |
17,987
+47
| +0.3% | +$11.5K | 0.37% | 34 |
|
|
2024
Q4 | $4.3M | Buy |
17,940
+3,201
| +22% | +$767K | 0.35% | 33 |
|
|
2024
Q3 | $3.11M | Buy |
14,739
+656
| +5% | +$138K | 0.27% | 37 |
|
|
2024
Q2 | $2.85M | Buy |
14,083
+2,228
| +19% | +$451K | 0.27% | 37 |
|
|
2024
Q1 | $2.37M | Buy |
11,855
+1,306
| +12% | +$262K | 0.24% | 39 |
|
|
2023
Q4 | $1.79M | Buy |
10,549
+287
| +3% | +$48.8K | 0.22% | 44 |
|
|
2023
Q3 | $1.49M | Buy |
10,262
+1,855
| +22% | +$269K | 0.21% | 43 |
|
|
2023
Q2 | $1.22M | Buy |
8,407
+257
| +3% | +$37.4K | 0.17% | 59 |
|
|
2023
Q1 | $1.06M | Buy |
8,150
+1,089
| +15% | +$142K | 0.16% | 66 |
|
|
2022
Q4 | $947K | Buy |
7,061
+1,058
| +18% | +$142K | 0.17% | 72 |
|
|
2022
Q3 | $627K | Buy |
6,003
+1,486
| +33% | +$155K | 0.12% | 81 |
|
|
2022
Q2 | $509K | Sell |
4,517
-122
| -3% | -$13.7K | 0.1% | 102 |
|
|
2022
Q1 | $632K | Buy |
+4,639
| New | +$632K | 0.12% | 90 |
|