Cook 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
Q1 | – | Sell |
-1,893
| Closed | -$503K | – | 54 |
|
|
2024
Q4 | $503K | Buy |
1,893
+155
| +9% | +$41.2K | 0.24% | 33 |
|
|
2024
Q3 | $390K | Sell |
1,738
-1,196
| -41% | -$268K | 0.2% | 38 |
|
|
2024
Q2 | $612K | Sell |
2,934
-364
| -11% | -$76K | 0.33% | 32 |
|
|
2024
Q1 | $632K | Sell |
3,298
-2
| -0.1% | -$383 | 0.38% | 27 |
|
|
2023
Q4 | $563K | Buy |
3,300
+77
| +2% | +$13.1K | 0.36% | 29 |
|
|
2023
Q3 | $454K | Buy |
3,223
+400
| +14% | +$56.3K | 0.35% | 24 |
|
|
2023
Q2 | $440K | Buy |
2,823
+235
| +9% | +$36.7K | 0.34% | 22 |
|
|
2023
Q1 | $355K | Buy |
2,588
+15
| +0.6% | +$2.06K | 0.3% | 22 |
|
|
2022
Q4 | $345K | Hold |
2,573
| – | – | 0.33% | 22 |
|
|
2022
Q3 | $321K | Hold |
2,573
| – | – | 0.35% | 24 |
|
|
2022
Q2 | $294K | Sell |
2,573
-80
| -3% | -$9.14K | 0.3% | 28 |
|
|
2022
Q1 | $329K | Hold |
2,653
| – | – | 0.35% | 22 |
|
|
2021
Q4 | $405K | Buy |
+2,653
| New | +$405K | 0.42% | 19 |
|