Castle 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 | $2.43M | Sell |
8,369
-315
| -4% | -$91.3K | 0.88% | 36 |
|
|
2025
Q1 | $2.13M | Buy |
8,684
+242
| +3% | +$59.4K | 0.83% | 35 |
|
|
2024
Q4 | $2.02M | Sell |
8,442
-341
| -4% | -$81.7K | 0.8% | 36 |
|
|
2024
Q3 | $1.85M | Buy |
8,783
+984
| +13% | +$207K | 0.74% | 36 |
|
|
2024
Q2 | $1.58M | Sell |
7,799
-33
| -0.4% | -$6.67K | 0.76% | 36 |
|
|
2024
Q1 | $1.57M | Sell |
7,832
-1,769
| -18% | -$354K | 0.82% | 37 |
|
|
2023
Q4 | $1.63M | Buy |
9,601
+802
| +9% | +$136K | 0.98% | 33 |
|
|
2023
Q3 | $1.28M | Buy |
8,799
+860
| +11% | +$125K | 0.91% | 32 |
|
|
2023
Q2 | $1.15M | Sell |
7,939
-169
| -2% | -$24.6K | 0.81% | 35 |
|
|
2023
Q1 | $1.06M | Sell |
8,108
-294
| -3% | -$38.3K | 0.82% | 34 |
|
|
2022
Q4 | $1.13M | Sell |
8,402
-901
| -10% | -$121K | 0.71% | 33 |
|
|
2022
Q3 | $972K | Buy |
9,303
+758
| +9% | +$79.2K | 0.59% | 34 |
|
|
2022
Q2 | $962K | Buy |
+8,545
| New | +$962K | 0.56% | 37 |
|