Beam Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,399
| Closed | -$481K | – | 127 |
|
|
2024
Q1 | $481K | Buy |
2,399
+105
| +5% | +$21K | 0.29% | 58 |
|
|
2023
Q4 | $390K | Sell |
2,294
-66
| -3% | -$11.2K | 0.25% | 63 |
|
|
2023
Q3 | $342K | Buy |
2,360
+60
| +3% | +$8.7K | 0.24% | 69 |
|
|
2023
Q2 | $335K | Buy |
2,300
+610
| +36% | +$88.7K | 0.23% | 71 |
|
|
2023
Q1 | $220K | Sell |
1,690
-4
| -0.2% | -$521 | 0.22% | 91 |
|
|
2022
Q4 | $227K | Buy |
+1,694
| New | +$227K | 0.24% | 89 |
|
|
2021
Q4 | – | Sell |
-2,083
| Closed | -$341K | – | 115 |
|
|
2021
Q3 | $341K | Buy |
+2,083
| New | +$341K | 0.29% | 96 |
|
|
2020
Q3 | – | Sell |
-2,505
| Closed | -$238K | – | 141 |
|
|
2020
Q2 | $238K | Sell |
2,505
-187
| -7% | -$17.8K | 0.24% | 106 |
|
|
2020
Q1 | $242K | Sell |
2,692
-58
| -2% | -$5.21K | 0.24% | 122 |
|
|
2019
Q4 | $383K | Buy |
+2,750
| New | +$383K | 0.36% | 93 |
|