Argonautica Private 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 | $416K | Sell |
1,436
-223
| -13% | -$64.7K | 0.13% | 131 |
|
|
2025
Q1 | $407K | Sell |
1,659
-96
| -5% | -$23.5K | 0.14% | 136 |
|
|
2024
Q4 | $421K | Sell |
1,755
-30
| -2% | -$7.19K | 0.14% | 127 |
|
|
2024
Q3 | $376K | Buy |
1,785
+11
| +0.6% | +$2.32K | 0.12% | 137 |
|
|
2024
Q2 | $359K | Hold |
1,774
| – | – | 0.12% | 139 |
|
|
2024
Q1 | $355K | Hold |
1,774
| – | – | 0.13% | 142 |
|
|
2023
Q4 | $302K | Sell |
1,774
-1
| -0.1% | -$170 | 0.12% | 152 |
|
|
2023
Q3 | $257K | Buy |
+1,775
| New | +$257K | 0.12% | 165 |
|