Cherrydale 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 | $769K | Buy |
2,653
+15
| +0.6% | +$4.35K | 0.27% | 35 |
|
|
2025
Q1 | $647K | Sell |
2,638
-340
| -11% | -$83.4K | 0.26% | 33 |
|
|
2024
Q4 | $714K | Buy |
2,978
+317
| +12% | +$76K | 0.28% | 32 |
|
|
2024
Q3 | $561K | Buy |
2,661
+14
| +0.5% | +$2.95K | 0.23% | 34 |
|
|
2024
Q2 | $535K | Buy |
2,647
+277
| +12% | +$56K | 0.23% | 33 |
|
|
2024
Q1 | $475K | Buy |
2,370
+402
| +20% | +$80.5K | 0.22% | 34 |
|
|
2023
Q4 | $335K | Buy |
1,968
+17
| +0.9% | +$2.89K | 0.17% | 36 |
|
|
2023
Q3 | $283K | Buy |
1,951
+38
| +2% | +$5.51K | 0.17% | 38 |
|
|
2023
Q2 | $278K | Buy |
1,913
+52
| +3% | +$7.56K | 0.19% | 32 |
|
|
2023
Q1 | $242K | Buy |
1,861
+96
| +5% | +$12.5K | 0.18% | 31 |
|
|
2022
Q4 | $237K | Buy |
+1,765
| New | +$237K | 0.2% | 32 |
|
|
2022
Q1 | – | Sell |
-1,563
| Closed | -$248K | – | 44 |
|
|
2021
Q4 | $248K | Buy |
+1,563
| New | +$248K | 0.19% | 34 |
|