Brown Miller 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 | $13.1M | Buy |
45,089
+14
| +0% | +$4.06K | 4.06% | 4 |
|
|
2025
Q1 | $11.1M | Buy |
45,075
+304
| +0.7% | +$74.6K | 3.83% | 4 |
|
|
2024
Q4 | $10.7M | Sell |
44,771
-581
| -1% | -$139K | 4.12% | 4 |
|
|
2024
Q3 | $9.56M | Buy |
45,352
+189
| +0.4% | +$39.9K | 3.72% | 4 |
|
|
2024
Q2 | $9.13M | Sell |
45,163
-121
| -0.3% | -$24.5K | 3.79% | 4 |
|
|
2024
Q1 | $9.07M | Buy |
45,284
+1,359
| +3% | +$272K | 4% | 4 |
|
|
2023
Q4 | $7.47M | Sell |
43,925
-149
| -0.3% | -$25.3K | 3.73% | 4 |
|
|
2023
Q3 | $6.39M | Buy |
44,074
+577
| +1% | +$83.7K | 3.57% | 4 |
|
|
2023
Q2 | $6.33M | Buy |
43,497
+268
| +0.6% | +$39K | 3.41% | 4 |
|
|
2023
Q1 | $5.63M | Sell |
43,229
-3,485
| -7% | -$454K | 3.33% | 4 |
|
|
2022
Q4 | $6.26M | Buy |
46,714
+648
| +1% | +$86.9K | 3.96% | 3 |
|
|
2022
Q3 | $4.81M | Buy |
46,066
+1,743
| +4% | +$182K | 3.41% | 3 |
|
|
2022
Q2 | $4.99M | Buy |
44,323
+510
| +1% | +$57.4K | 3.4% | 5 |
|
|
2022
Q1 | $5.97M | Buy |
43,813
+4,255
| +11% | +$580K | 3.46% | 4 |
|
|
2021
Q4 | $6.26M | Sell |
39,558
-1,508
| -4% | -$239K | 3.58% | 4 |
|
|
2021
Q3 | $6.72M | Buy |
41,066
+339
| +0.8% | +$55.5K | 4.22% | 4 |
|
|
2021
Q2 | $6.33M | Buy |
40,727
+601
| +1% | +$93.5K | 4.05% | 4 |
|
|
2021
Q1 | $6.11M | Sell |
40,126
-215
| -0.5% | -$32.7K | 4.32% | 4 |
|
|
2020
Q4 | $5.13M | Buy |
+40,341
| New | +$5.13M | 3.85% | 5 |
|