Copperleaf Capital’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 | $1.61M | Buy |
5,553
+664
| +14% | +$192K | 0.81% | 32 |
|
|
2025
Q1 | $1.2M | Buy |
4,889
+3,031
| +163% | +$743K | 0.72% | 37 |
|
|
2024
Q4 | $445K | Buy |
1,858
+224
| +14% | +$53.7K | 0.28% | 68 |
|
|
2024
Q3 | $345K | Sell |
1,634
-83
| -5% | -$17.5K | 0.26% | 75 |
|
|
2024
Q2 | $347K | Sell |
1,717
-229
| -12% | -$46.3K | 0.28% | 73 |
|
|
2024
Q1 | $390K | Buy |
1,946
+338
| +21% | +$67.7K | 0.34% | 69 |
|
|
2023
Q4 | $274K | Hold |
1,608
| – | – | 0.28% | 67 |
|
|
2023
Q3 | $233K | Buy |
1,608
+31
| +2% | +$4.5K | 0.25% | 72 |
|
|
2023
Q2 | $229K | Buy |
+1,577
| New | +$229K | 0.22% | 70 |
|