Brickley 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 | $235K | Buy |
+811
| New | +$235K | 0.05% | 46 |
|
|
2022
Q1 | – | Sell |
-1,279
| Closed | -$203K | – | 52 |
|
|
2021
Q4 | $203K | Buy |
1,279
+44
| +4% | +$6.98K | 0.04% | 49 |
|
|
2021
Q3 | $202K | Buy |
+1,235
| New | +$202K | 0.05% | 44 |
|
|
2020
Q1 | – | Sell |
-2,076
| Closed | -$289K | – | 47 |
|
|
2019
Q4 | $289K | Buy |
2,076
+44
| +2% | +$6.13K | 0.11% | 39 |
|
|
2019
Q3 | $239K | Sell |
2,032
-27
| -1% | -$3.18K | 0.1% | 41 |
|
|
2019
Q2 | $230K | Buy |
+2,059
| New | +$230K | 0.1% | 38 |
|