Austin Private 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 | $2.96M | Buy |
10,194
+454
| +5% | +$132K | 0.23% | 60 |
|
|
2025
Q1 | $2.39M | Buy |
9,740
+722
| +8% | +$177K | 0.21% | 59 |
|
|
2024
Q4 | $2.16M | Buy |
9,018
+166
| +2% | +$39.8K | 0.2% | 47 |
|
|
2024
Q3 | $1.87M | Buy |
8,852
+406
| +5% | +$85.6K | 0.18% | 48 |
|
|
2024
Q2 | $1.71M | Buy |
8,446
+1,105
| +15% | +$223K | 0.18% | 51 |
|
|
2024
Q1 | $1.46M | Buy |
7,341
+179
| +2% | +$35.5K | 0.17% | 54 |
|
|
2023
Q4 | $1.22M | Sell |
7,162
-138
| -2% | -$23.5K | 0.15% | 58 |
|
|
2023
Q3 | $1.06M | Buy |
7,300
+260
| +4% | +$37.7K | 0.15% | 56 |
|
|
2023
Q2 | $1.02M | Buy |
7,040
+269
| +4% | +$39.1K | 0.15% | 55 |
|
|
2023
Q1 | $882K | Buy |
6,771
+920
| +16% | +$120K | 0.14% | 55 |
|
|
2022
Q4 | $785K | Buy |
5,851
+682
| +13% | +$91.5K | 0.14% | 63 |
|
|
2022
Q3 | $540K | Buy |
5,169
+64
| +1% | +$6.69K | 0.11% | 67 |
|
|
2022
Q2 | $575K | Sell |
5,105
-88
| -2% | -$9.91K | 0.13% | 63 |
|
|
2022
Q1 | $708K | Buy |
5,193
+169
| +3% | +$23K | 0.14% | 55 |
|
|
2021
Q4 | $796K | Sell |
5,024
-459
| -8% | -$72.7K | 0.16% | 53 |
|
|
2021
Q3 | $897K | Buy |
5,483
+440
| +9% | +$72K | 0.19% | 47 |
|
|
2021
Q2 | $784K | Sell |
5,043
-305
| -6% | -$47.4K | 0.18% | 47 |
|
|
2021
Q1 | $814K | Sell |
5,348
-14
| -0.3% | -$2.13K | 0.21% | 40 |
|
|
2020
Q4 | $681K | Buy |
5,362
+1,787
| +50% | +$227K | 0.2% | 44 |
|
|
2020
Q3 | $344K | Sell |
3,575
-380
| -10% | -$36.6K | 0.13% | 62 |
|
|
2020
Q2 | $372K | Buy |
3,955
+274
| +7% | +$25.8K | 0.16% | 52 |
|
|
2020
Q1 | $331K | Buy |
3,681
+399
| +12% | +$35.9K | 0.2% | 49 |
|
|
2019
Q4 | $458K | Buy |
+3,282
| New | +$458K | 0.24% | 45 |
|