Brass Tax 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 | $2.97M | Buy |
10,258
+323
| +3% | +$93.6K | 0.57% | 28 |
|
|
2025
Q1 | $2.44M | Buy |
9,935
+26
| +0.3% | +$6.38K | 0.51% | 31 |
|
|
2024
Q4 | $2.38M | Sell |
9,909
-174
| -2% | -$41.7K | 0.5% | 32 |
|
|
2024
Q3 | $2.13M | Buy |
10,083
+7,122
| +241% | +$1.5M | 0.46% | 32 |
|
|
2024
Q2 | $599K | Buy |
2,961
+1,212
| +69% | +$245K | 0.26% | 56 |
|
|
2024
Q1 | $350K | Buy |
+1,749
| New | +$350K | 0.18% | 69 |
|