Chemistry 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 | $10.9M | Sell |
37,688
-576
| -2% | -$167K | 2.34% | 11 |
|
|
2025
Q1 | $9.39M | Sell |
38,264
-34
| -0.1% | -$8.34K | 2.18% | 11 |
|
|
2024
Q4 | $9.18M | Sell |
38,298
-169
| -0.4% | -$40.5K | 2.15% | 11 |
|
|
2024
Q3 | $8.11M | Sell |
38,467
-272
| -0.7% | -$57.4K | 1.92% | 11 |
|
|
2024
Q2 | $7.84M | Sell |
38,739
-345
| -0.9% | -$69.8K | 2.02% | 11 |
|
|
2024
Q1 | $7.83M | Buy |
39,084
+1,910
| +5% | +$383K | 2.11% | 11 |
|
|
2023
Q4 | $6.32M | Sell |
37,174
-150
| -0.4% | -$25.5K | 1.91% | 10 |
|
|
2023
Q3 | $5.41M | Sell |
37,324
-41
| -0.1% | -$5.95K | 1.79% | 10 |
|
|
2023
Q2 | $5.43M | Buy |
37,365
+1,600
| +4% | +$233K | 1.77% | 10 |
|
|
2023
Q1 | $4.66M | Sell |
35,765
-276
| -0.8% | -$36K | 1.62% | 10 |
|
|
2022
Q4 | $4.83M | Sell |
36,041
-632
| -2% | -$84.8K | 1.88% | 10 |
|
|
2022
Q3 | $3.83M | Sell |
36,673
-269
| -0.7% | -$28.1K | 1.51% | 11 |
|
|
2022
Q2 | $4.16M | Sell |
36,942
-214
| -0.6% | -$24.1K | 1.59% | 9 |
|
|
2022
Q1 | $5.07M | Buy |
37,156
+1,996
| +6% | +$272K | 1.74% | 9 |
|
|
2021
Q4 | $5.57M | Buy |
+35,160
| New | +$5.57M | 4.67% | 5 |
|