Brown 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 | $813K | Buy |
2,806
+446
| +19% | +$129K | 0.25% | 54 |
|
|
2025
Q1 | $579K | Buy |
2,360
+55
| +2% | +$13.5K | 0.2% | 55 |
|
|
2024
Q4 | $553K | Sell |
2,305
-223
| -9% | -$53.5K | 0.2% | 49 |
|
|
2024
Q3 | $533K | Sell |
2,528
-114
| -4% | -$24K | 0.19% | 54 |
|
|
2024
Q2 | $534K | Buy |
2,642
+13
| +0.5% | +$2.63K | 0.22% | 53 |
|
|
2024
Q1 | $527K | Hold |
2,629
| – | – | 0.22% | 52 |
|
|
2023
Q4 | $447K | Sell |
2,629
-32
| -1% | -$5.44K | 0.2% | 56 |
|
|
2023
Q3 | $386K | Sell |
2,661
-835
| -24% | -$121K | 0.18% | 58 |
|
|
2023
Q2 | $508K | Buy |
+3,496
| New | +$508K | 0.26% | 56 |
|