CCG 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 | $563K | Buy |
1,943
+104
| +6% | +$30.2K | 0.3% | 45 |
|
|
2025
Q1 | $451K | Buy |
1,839
+312
| +20% | +$76.5K | 0.27% | 47 |
|
|
2024
Q4 | $366K | Buy |
1,527
+132
| +9% | +$31.6K | 0.2% | 53 |
|
|
2024
Q3 | $294K | Buy |
1,395
+137
| +11% | +$28.9K | 0.16% | 57 |
|
|
2024
Q2 | $254K | Buy |
1,258
+91
| +8% | +$18.4K | 0.14% | 55 |
|
|
2024
Q1 | $234K | Buy |
+1,167
| New | +$234K | 0.14% | 64 |
|
|
2023
Q1 | – | Sell |
-2,083
| Closed | -$279K | – | 82 |
|
|
2022
Q4 | $279K | Buy |
+2,083
| New | +$279K | 0.16% | 72 |
|
|
2022
Q3 | – | Sell |
-1,898
| Closed | -$214K | – | 104 |
|
|
2022
Q2 | $214K | Buy |
1,898
+340
| +22% | +$38.3K | 0.12% | 97 |
|
|
2022
Q1 | $212K | Buy |
+1,558
| New | +$212K | 0.1% | 114 |
|