Brightwater Advisory’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 | $640K | Sell |
2,209
-190
| -8% | -$55.1K | 0.46% | 35 |
|
|
2025
Q1 | $588K | Sell |
2,399
-1
| -0% | -$245 | 0.47% | 35 |
|
|
2024
Q4 | $575K | Sell |
2,400
-76
| -3% | -$18.2K | 0.45% | 35 |
|
|
2024
Q3 | $522K | Buy |
2,476
+77
| +3% | +$16.2K | 0.38% | 42 |
|
|
2024
Q2 | $485K | Sell |
2,399
-416
| -15% | -$84.1K | 0.37% | 46 |
|
|
2024
Q1 | $564K | Buy |
2,815
+154
| +6% | +$30.8K | 0.45% | 38 |
|
|
2023
Q4 | $453K | Buy |
+2,661
| New | +$453K | 0.38% | 38 |
|