Berry Wealth Group’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 | $8.18M | Buy |
28,210
+25
| +0.1% | +$7.25K | 5.72% | 3 |
|
|
2025
Q1 | $6.91M | Sell |
28,185
-740
| -3% | -$182K | 5.41% | 4 |
|
|
2024
Q4 | $6.93M | Sell |
28,925
-528
| -2% | -$127K | 5% | 6 |
|
|
2024
Q3 | $6.21M | Buy |
29,453
+216
| +0.7% | +$45.5K | 4.45% | 6 |
|
|
2024
Q2 | $5.91M | Buy |
29,237
+644
| +2% | +$130K | 4.72% | 7 |
|
|
2024
Q1 | $5.73M | Sell |
28,593
-1,337
| -4% | -$268K | 4.75% | 7 |
|
|
2023
Q4 | $5.09M | Buy |
+29,930
| New | +$5.09M | 4.68% | 7 |
|