Blue Barn 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 | $371K | Buy |
1,280
+344
| +37% | +$99.7K | 0.17% | 90 |
|
|
2025
Q1 | $230K | Sell |
936
-13
| -1% | -$3.19K | 0.12% | 133 |
|
|
2024
Q4 | $227K | Buy |
+949
| New | +$227K | 0.12% | 130 |
|
|
2024
Q3 | – | Sell |
-1,036
| Closed | -$210K | – | 160 |
|
|
2024
Q2 | $210K | Buy |
+1,036
| New | +$210K | 0.12% | 128 |
|
|
2024
Q1 | – | Sell |
-1,254
| Closed | -$213K | – | 142 |
|
|
2023
Q4 | $213K | Sell |
1,254
-477
| -28% | -$81.1K | 0.13% | 110 |
|
|
2023
Q3 | $251K | Sell |
1,731
-27
| -2% | -$3.92K | 0.16% | 100 |
|
|
2023
Q2 | $256K | Sell |
1,758
-138
| -7% | -$20.1K | 0.17% | 97 |
|
|
2023
Q1 | $247K | Buy |
1,896
+361
| +24% | +$47K | 0.15% | 100 |
|
|
2022
Q4 | $206K | Sell |
1,535
-666
| -30% | -$89.3K | 0.14% | 113 |
|
|
2022
Q3 | $230K | Buy |
2,201
+415
| +23% | +$43.4K | 0.16% | 94 |
|
|
2022
Q2 | $201K | Buy |
+1,786
| New | +$201K | 0.15% | 112 |
|
|
2022
Q1 | – | Sell |
-1,355
| Closed | -$215K | – | 129 |
|
|
2021
Q4 | $215K | Sell |
1,355
-3
| -0.2% | -$476 | 0.15% | 116 |
|
|
2021
Q3 | $222K | Buy |
+1,358
| New | +$222K | 0.19% | 96 |
|