Brady Family 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 | $3.83M | Sell |
13,213
-30
| -0.2% | -$8.7K | 1.19% | 34 |
|
|
2025
Q1 | $3.25M | Sell |
13,243
-922
| -7% | -$226K | 1.04% | 38 |
|
|
2024
Q4 | $3.4M | Sell |
14,165
-61
| -0.4% | -$14.6K | 1.04% | 37 |
|
|
2024
Q3 | $3M | Buy |
14,226
+54
| +0.4% | +$11.4K | 0.9% | 41 |
|
|
2024
Q2 | $2.87M | Sell |
14,172
-1,070
| -7% | -$216K | 0.92% | 41 |
|
|
2024
Q1 | $3.05M | Buy |
15,242
+134
| +0.9% | +$26.8K | 0.99% | 41 |
|
|
2023
Q4 | $2.57M | Buy |
15,108
+221
| +1% | +$37.6K | 0.88% | 41 |
|
|
2023
Q3 | $2.16M | Buy |
14,887
+376
| +3% | +$54.5K | 0.83% | 44 |
|
|
2023
Q2 | $2.11M | Buy |
14,511
+133
| +0.9% | +$19.3K | 0.79% | 46 |
|
|
2023
Q1 | $1.87M | Buy |
14,378
+24
| +0.2% | +$3.13K | 0.74% | 47 |
|
|
2022
Q4 | $1.92M | Buy |
+14,354
| New | +$1.92M | 0.79% | 46 |
|