Bulltick 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 | $2.14M | Sell |
7,384
-3,100
| -30% | -$899K | 0.53% | 49 |
|
|
2025
Q1 | $2.57M | Buy |
10,484
+561
| +6% | +$138K | 0.68% | 42 |
|
|
2024
Q4 | $2.38M | Sell |
9,923
-9,887
| -50% | -$2.37M | 0.55% | 40 |
|
|
2024
Q3 | $4.18M | Buy |
+19,810
| New | +$4.18M | 1.01% | 30 |
|
|
2024
Q2 | – | Sell |
-3,409
| Closed | -$683K | – | 103 |
|
|
2024
Q1 | $683K | Sell |
3,409
-3,454
| -50% | -$692K | 0.12% | 72 |
|
|
2023
Q4 | $1.17M | Sell |
6,863
-1,934
| -22% | -$329K | 0.27% | 65 |
|
|
2023
Q3 | $1.28M | Buy |
8,797
+2,407
| +38% | +$349K | 0.31% | 60 |
|
|
2023
Q2 | $929K | Sell |
6,390
-3,555
| -36% | -$517K | 0.21% | 68 |
|
|
2023
Q1 | $1.3M | Buy |
9,945
+412
| +4% | +$53.7K | 0.34% | 46 |
|
|
2022
Q4 | $1.28M | Sell |
9,533
-15,164
| -61% | -$2.03M | 0.36% | 45 |
|
|
2022
Q3 | $2.58M | Buy |
24,697
+523
| +2% | +$54.7K | 0.77% | 36 |
|
|
2022
Q2 | $2.72M | Buy |
24,174
+6,013
| +33% | +$677K | 0.73% | 35 |
|
|
2022
Q1 | $2.48M | Buy |
18,161
+3,350
| +23% | +$457K | 0.56% | 38 |
|
|
2021
Q4 | $2.35M | Sell |
14,811
-1
| -0% | -$158 | 0.46% | 40 |
|
|
2021
Q3 | $2.42M | Sell |
14,812
-1,501
| -9% | -$246K | 0.55% | 38 |
|
|
2021
Q2 | $2.54M | Buy |
16,313
+12,221
| +299% | +$1.9M | 0.59% | 36 |
|
|
2021
Q1 | $623K | Sell |
4,092
-19,009
| -82% | -$2.89M | 0.17% | 49 |
|
|
2020
Q4 | $2.94M | Buy |
+23,101
| New | +$2.94M | 0.86% | 30 |
|