Beaird Harris 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 | $615K | Buy |
2,120
+176
| +9% | +$51K | 0.05% | 81 |
|
|
2025
Q1 | $477K | Sell |
1,944
-109
| -5% | -$26.7K | 0.04% | 86 |
|
|
2024
Q4 | $492K | Buy |
2,053
+449
| +28% | +$108K | 0.04% | 89 |
|
|
2024
Q3 | $338K | Sell |
1,604
-502
| -24% | -$106K | 0.03% | 106 |
|
|
2024
Q2 | $426K | Buy |
2,106
+438
| +26% | +$88.6K | 0.04% | 85 |
|
|
2024
Q1 | $334K | Buy |
1,668
+147
| +10% | +$29.4K | 0.03% | 86 |
|
|
2023
Q4 | $259K | Buy |
1,521
+94
| +7% | +$16K | 0.03% | 98 |
|
|
2023
Q3 | $207K | Buy |
1,427
+13
| +0.9% | +$1.89K | 0.02% | 97 |
|
|
2023
Q2 | $206K | Sell |
1,414
-58
| -4% | -$8.44K | 0.02% | 93 |
|
|
2023
Q1 | $192K | Sell |
1,472
-451
| -23% | -$58.8K | 0.03% | 86 |
|
|
2022
Q4 | $258K | Buy |
1,923
+371
| +24% | +$49.8K | 0.05% | 77 |
|
|
2022
Q3 | $162K | Sell |
1,552
-45
| -3% | -$4.7K | 0.04% | 87 |
|
|
2022
Q2 | $180K | Buy |
1,597
+236
| +17% | +$26.6K | 0.05% | 69 |
|
|
2022
Q1 | $186K | Sell |
1,361
-29
| -2% | -$3.96K | 0.07% | 88 |
|
|
2021
Q4 | $220K | Buy |
+1,390
| New | +$220K | 0.08% | 109 |
|