Apricus Wealth’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 | $4.09M | Sell |
14,097
-550
| -4% | -$159K | 2.38% | 6 |
|
|
2025
Q1 | $3.59M | Sell |
14,647
-2,961
| -17% | -$726K | 2.14% | 10 |
|
|
2024
Q4 | $4.22M | Sell |
17,608
-2,687
| -13% | -$644K | 2.74% | 5 |
|
|
2024
Q3 | $4.28M | Sell |
20,295
-520
| -2% | -$110K | 2.82% | 3 |
|
|
2024
Q2 | $4.21M | Sell |
20,815
-824
| -4% | -$167K | 3.01% | 1 |
|
|
2024
Q1 | $4.33M | Sell |
21,639
-11,133
| -34% | -$2.23M | 3.05% | 2 |
|
|
2023
Q4 | $5.57M | Buy |
32,772
+749
| +2% | +$127K | 4.25% | 1 |
|
|
2023
Q3 | $4.74M | Sell |
32,023
-1,210
| -4% | -$179K | 4.14% | 1 |
|
|
2023
Q2 | $5.1M | Sell |
33,233
-1,245
| -4% | -$191K | 4.48% | 1 |
|
|
2023
Q1 | $4.49M | Buy |
34,478
+2,148
| +7% | +$280K | 4.1% | 1 |
|
|
2022
Q4 | $4.34M | Sell |
32,330
-221
| -0.7% | -$29.6K | 3.95% | 1 |
|
|
2022
Q3 | $3.4M | Buy |
32,551
+1,715
| +6% | +$179K | 3.38% | 3 |
|
|
2022
Q2 | $3.47M | Buy |
30,836
+2,308
| +8% | +$260K | 3.18% | 2 |
|
|
2022
Q1 | $3.75M | Buy |
28,528
+1,664
| +6% | +$219K | 3.06% | 4 |
|
|
2021
Q4 | $4.25M | Buy |
+26,864
| New | +$4.25M | 3.8% | 1 |
|