AWS
Arkfeld Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,743
+17
| +0.5% | +$4.96K | 0.43% | 42 |
|
|
2025
Q1 | $873K | Buy |
3,726
+25
| +0.7% | +$5.86K | 0.38% | 45 |
|
|
2024
Q4 | $904K | Buy |
3,701
+16
| +0.4% | +$3.91K | 0.42% | 43 |
|
|
2024
Q3 | $778K | Buy |
3,685
+16
| +0.4% | +$3.38K | 0.38% | 44 |
|
|
2024
Q2 | $753K | Buy |
3,669
+17
| +0.5% | +$3.49K | 0.38% | 45 |
|
|
2024
Q1 | $714K | Buy |
3,652
+140
| +4% | +$27.4K | 0.39% | 45 |
|
|
2023
Q4 | $599K | Buy |
3,512
+303
| +9% | +$51.7K | 0.39% | 42 |
|
|
2023
Q3 | $467K | Buy |
3,209
+165
| +5% | +$24K | 0.34% | 42 |
|
|
2023
Q2 | $451K | Buy |
3,044
+265
| +10% | +$39.3K | 0.33% | 43 |
|
|
2023
Q1 | $357K | Buy |
2,779
+325
| +13% | +$41.8K | 0.25% | 49 |
|
|
2022
Q4 | $340K | Buy |
2,454
+171
| +7% | +$23.7K | 0.22% | 58 |
|
|
2022
Q3 | $254K | Buy |
+2,283
| New | +$254K | 0.18% | 62 |
|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$421K | – | 76 |
|
|
2021
Q4 | $421K | Sell |
2,500
-295
| -11% | -$49.7K | 0.25% | 53 |
|
|
2021
Q3 | $476K | Buy |
2,795
+5
| +0.2% | +$852 | 0.29% | 50 |
|
|
2021
Q2 | $433K | Sell |
2,790
-95
| -3% | -$14.7K | 0.26% | 51 |
|
|
2021
Q1 | $450K | Sell |
2,885
-545
| -16% | -$85K | 0.29% | 50 |
|
|
2020
Q4 | $473K | Buy |
3,430
+32
| +0.9% | +$4.41K | 0.36% | 46 |
|
|
2020
Q3 | $333K | Buy |
3,398
+831
| +32% | +$81.4K | 0.31% | 50 |
|
|
2020
Q2 | $241K | Buy |
+2,567
| New | +$241K | 0.27% | 49 |
|