Barlow Wealth Partners’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 | $25M | Sell |
85,754
-1,238
| -1% | -$361K | 3% | 9 |
|
|
2025
Q1 | $21.2M | Buy |
86,992
+983
| +1% | +$239K | 2.78% | 10 |
|
|
2024
Q4 | $21.7M | Buy |
86,009
+6,779
| +9% | +$1.71M | 2.75% | 9 |
|
|
2024
Q3 | $16.7M | Buy |
79,230
+383
| +0.5% | +$80.8K | 2.18% | 15 |
|
|
2024
Q2 | $16.4M | Buy |
78,847
+436
| +0.6% | +$90.9K | 2.28% | 14 |
|
|
2024
Q1 | $14.3M | Buy |
78,411
+488
| +0.6% | +$89.2K | 1.95% | 18 |
|
|
2023
Q4 | $13.3M | Buy |
+77,923
| New | +$13.3M | 1.88% | 23 |
|