Cassaday & Co 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 | $6.37M | Buy |
21,975
+213
| +1% | +$61.8K | 0.16% | 38 |
|
|
2025
Q1 | $5.34M | Buy |
21,762
+756
| +4% | +$185K | 0.15% | 36 |
|
|
2024
Q4 | $5.04M | Buy |
21,006
+710
| +3% | +$170K | 0.14% | 38 |
|
|
2024
Q3 | $4.28M | Buy |
20,296
+290
| +1% | +$61.2K | 0.12% | 39 |
|
|
2024
Q2 | $4.05M | Sell |
20,006
-203
| -1% | -$41.1K | 0.13% | 39 |
|
|
2024
Q1 | $4.05M | Sell |
20,209
-316
| -2% | -$63.3K | 0.13% | 39 |
|
|
2023
Q4 | $3.49M | Buy |
20,525
+76
| +0.4% | +$12.9K | 0.12% | 38 |
|
|
2023
Q3 | $2.97M | Sell |
20,449
-824
| -4% | -$119K | 0.12% | 42 |
|
|
2023
Q2 | $3.09M | Sell |
21,273
-331
| -2% | -$48.1K | 0.12% | 40 |
|
|
2023
Q1 | $2.82M | Sell |
21,604
-690
| -3% | -$89.9K | 0.12% | 40 |
|
|
2022
Q4 | $2.99M | Buy |
+22,294
| New | +$2.99M | 0.14% | 37 |
|