Boyd Wealth Management’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 | $434K | Hold |
1,498
| – | – | 0.19% | 40 |
|
|
2025
Q1 | $367K | Hold |
1,498
| – | – | 0.18% | 36 |
|
|
2024
Q4 | $359K | Sell |
1,498
-29
| -2% | -$6.95K | 0.18% | 37 |
|
|
2024
Q3 | $322K | Hold |
1,527
| – | – | 0.16% | 40 |
|
|
2024
Q2 | $309K | Hold |
1,527
| – | – | 0.17% | 37 |
|
|
2024
Q1 | $306K | Hold |
1,527
| – | – | 0.17% | 38 |
|
|
2023
Q4 | $260K | Sell |
1,527
-150
| -9% | -$25.5K | 0.16% | 38 |
|
|
2023
Q3 | $243K | Buy |
1,677
+150
| +10% | +$21.8K | 0.16% | 40 |
|
|
2023
Q2 | $222K | Buy |
+1,527
| New | +$222K | 0.13% | 38 |
|
|
2023
Q1 | – | Sell |
-1,527
| Closed | -$205K | – | 42 |
|
|
2022
Q4 | $205K | Buy |
+1,527
| New | +$205K | 0.15% | 41 |
|
|
2022
Q2 | – | Sell |
-1,527
| Closed | -$208K | – | 44 |
|
|
2022
Q1 | $208K | Sell |
1,527
-241
| -14% | -$32.8K | 0.16% | 38 |
|
|
2021
Q4 | $280K | Buy |
+1,768
| New | +$280K | 0.2% | 36 |
|