BIP Wealth’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 | $1.54M | Buy |
5,315
+655
| +14% | +$190K | 0.09% | 81 |
|
|
2025
Q1 | $1.14M | Sell |
4,660
-26
| -0.6% | -$6.38K | 0.07% | 90 |
|
|
2024
Q4 | $1.12M | Buy |
4,686
+1,226
| +35% | +$294K | 0.08% | 93 |
|
|
2024
Q3 | $730K | Buy |
3,460
+163
| +5% | +$34.4K | 0.05% | 110 |
|
|
2024
Q2 | $667K | Sell |
3,297
-769
| -19% | -$156K | 0.05% | 99 |
|
|
2024
Q1 | $814K | Buy |
4,066
+1,658
| +69% | +$332K | 0.06% | 96 |
|
|
2023
Q4 | $410K | Sell |
2,408
-261
| -10% | -$44.4K | 0.03% | 127 |
|
|
2023
Q3 | $387K | Buy |
2,669
+98
| +4% | +$14.2K | 0.04% | 120 |
|
|
2023
Q2 | $374K | Sell |
2,571
-354
| -12% | -$51.5K | 0.03% | 124 |
|
|
2023
Q1 | $381K | Buy |
+2,925
| New | +$381K | 0.04% | 128 |
|