Carolinas Wealth Consulting’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 | – | Sell |
-4,590
| Closed | -$1.13M | – | 504 |
|
|
2025
Q1 | $1.13M | Sell |
4,590
-868
| -16% | -$213K | 0.24% | 58 |
|
|
2024
Q4 | $1.31M | Sell |
5,458
-433
| -7% | -$104K | 0.26% | 54 |
|
|
2024
Q3 | $1.24M | Buy |
5,891
+81
| +1% | +$17.1K | 0.23% | 61 |
|
|
2024
Q2 | $1.18M | Buy |
5,810
+11
| +0.2% | +$2.23K | 0.23% | 57 |
|
|
2024
Q1 | $1.16M | Sell |
5,799
-158
| -3% | -$31.6K | 0.23% | 60 |
|
|
2023
Q4 | $1.01M | Buy |
5,957
+101
| +2% | +$17.2K | 0.22% | 61 |
|
|
2023
Q3 | $814K | Sell |
5,856
-1,951
| -25% | -$271K | 0.2% | 64 |
|
|
2023
Q2 | $1.14M | Sell |
7,807
-427
| -5% | -$62.1K | 0.23% | 64 |
|
|
2023
Q1 | $1.07M | Buy |
8,234
+229
| +3% | +$29.8K | 0.23% | 65 |
|
|
2022
Q4 | $1.07M | Sell |
8,005
-101
| -1% | -$13.5K | 0.24% | 58 |
|
|
2022
Q3 | $847K | Sell |
8,106
-210
| -3% | -$21.9K | 0.21% | 59 |
|
|
2022
Q2 | $936K | Buy |
8,316
+467
| +6% | +$52.6K | 0.23% | 54 |
|
|
2022
Q1 | $1.07M | Sell |
7,849
-241
| -3% | -$32.9K | 0.24% | 54 |
|
|
2021
Q4 | $1.28M | Buy |
8,090
+1,001
| +14% | +$159K | 0.28% | 48 |
|
|
2021
Q3 | $1.16M | Sell |
7,089
-450
| -6% | -$73.6K | 0.27% | 49 |
|
|
2021
Q2 | $1.17M | Buy |
7,539
+777
| +11% | +$121K | 0.26% | 49 |
|
|
2021
Q1 | $1.03M | Sell |
6,762
-188
| -3% | -$28.6K | 0.25% | 50 |
|
|
2020
Q4 | $883K | Buy |
6,950
+1,442
| +26% | +$183K | 0.24% | 49 |
|
|
2020
Q3 | $530K | Buy |
5,508
+2,130
| +63% | +$205K | 0.18% | 61 |
|
|
2020
Q2 | $318K | Buy |
3,378
+743
| +28% | +$69.9K | 0.13% | 76 |
|
|
2020
Q1 | $237K | Buy |
+2,635
| New | +$237K | 0.13% | 86 |
|