Beacon Bridge 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 | $614K | Sell |
2,118
-113
| -5% | -$32.8K | 0.24% | 55 |
|
|
2025
Q1 | $547K | Buy |
2,231
+40
| +2% | +$9.81K | 0.23% | 61 |
|
|
2024
Q4 | $525K | Hold |
2,191
| – | – | 0.22% | 63 |
|
|
2024
Q3 | $462K | Hold |
2,191
| – | – | 0.2% | 62 |
|
|
2024
Q2 | $443K | Sell |
2,191
-75
| -3% | -$15.2K | 0.2% | 66 |
|
|
2024
Q1 | $454K | Buy |
2,266
+12
| +0.5% | +$2.4K | 0.21% | 66 |
|
|
2023
Q4 | $383K | Sell |
2,254
-36
| -2% | -$6.12K | 0.19% | 64 |
|
|
2023
Q3 | $332K | Hold |
2,290
| – | – | 0.18% | 61 |
|
|
2023
Q2 | $333K | Hold |
2,290
| – | – | 0.17% | 56 |
|
|
2023
Q1 | $298K | Sell |
2,290
-106
| -4% | -$13.8K | 0.18% | 63 |
|
|
2022
Q4 | $321K | Buy |
+2,396
| New | +$321K | 0.23% | 53 |
|