Channel Wealth’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 | $3.28M | Buy |
11,309
+215
| +2% | +$62.3K | 0.93% | 39 |
|
|
2025
Q1 | $2.72M | Buy |
11,094
+507
| +5% | +$124K | 0.85% | 45 |
|
|
2024
Q4 | $2.54M | Sell |
10,587
-3,240
| -23% | -$777K | 0.83% | 38 |
|
|
2024
Q3 | $2.92M | Buy |
13,827
+1,346
| +11% | +$284K | 0.96% | 34 |
|
|
2024
Q2 | $2.52M | Sell |
12,481
-5,614
| -31% | -$1.14M | 0.91% | 35 |
|
|
2024
Q1 | $3.62M | Buy |
18,095
+427
| +2% | +$85.5K | 1.46% | 21 |
|
|
2023
Q4 | $3.01M | Buy |
17,668
+2,169
| +14% | +$369K | 1.42% | 19 |
|
|
2023
Q3 | $2.25M | Buy |
15,499
+2,403
| +18% | +$348K | 1.26% | 24 |
|
|
2023
Q2 | $1.9M | Buy |
13,096
+2,030
| +18% | +$295K | 1.1% | 20 |
|
|
2023
Q1 | $1.44M | Buy |
+11,066
| New | +$1.44M | 0.93% | 25 |
|