Bridgewealth Advisory Group’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 | $1.7M | Buy |
+5,879
| New | +$1.7M | 0.43% | 38 |
|
|
2025
Q1 | – | Sell |
-5,560
| Closed | -$1.54M | – | 77 |
|
|
2024
Q4 | $1.54M | Buy |
5,560
+568
| +11% | +$157K | 0.43% | 40 |
|
|
2024
Q3 | $1.05M | Buy |
4,992
+1,290
| +35% | +$272K | 0.38% | 38 |
|
|
2024
Q2 | $749K | Buy |
3,702
+11
| +0.3% | +$2.23K | 0.33% | 41 |
|
|
2024
Q1 | $739K | Sell |
3,691
-406
| -10% | -$81.3K | 0.36% | 40 |
|
|
2023
Q4 | $697K | Sell |
4,097
-135
| -3% | -$23K | 0.53% | 33 |
|
|
2023
Q3 | $614K | Buy |
4,232
+3
| +0.1% | +$435 | 0.75% | 29 |
|
|
2023
Q2 | $615K | Sell |
4,229
-197
| -4% | -$28.7K | 1% | 22 |
|
|
2023
Q1 | $577K | Buy |
4,426
+2
| +0% | +$261 | 1.06% | 21 |
|
|
2022
Q4 | $593K | Buy |
+4,424
| New | +$593K | 1.16% | 18 |
|