BPWM
Black Point Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,356
| Closed | -$333K | – | 13 |
|
|
2025
Q1 | $333K | Sell |
1,356
-744
| -35% | -$183K | 1.92% | 11 |
|
|
2024
Q4 | $503K | Buy |
2,100
+6
| +0.3% | +$1.44K | 0.58% | 23 |
|
|
2024
Q3 | $442K | Sell |
2,094
-194
| -8% | -$40.9K | 0.51% | 25 |
|
|
2024
Q2 | $463K | Buy |
+2,288
| New | +$463K | 0.48% | 27 |
|