Correct Capital 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 | $3.41M | Buy |
11,772
+490
| +4% | +$142K | 0.5% | 19 |
|
|
2025
Q1 | $2.77M | Sell |
11,282
-1,101
| -9% | -$270K | 0.45% | 19 |
|
|
2024
Q4 | $2.97M | Buy |
12,383
+718
| +6% | +$172K | 0.59% | 17 |
|
|
2024
Q3 | $2.46M | Buy |
11,665
+1,213
| +12% | +$256K | 0.54% | 22 |
|
|
2024
Q2 | $2.11M | Buy |
10,452
+1,654
| +19% | +$335K | 0.49% | 22 |
|
|
2024
Q1 | $1.76M | Buy |
8,798
+1,098
| +14% | +$220K | 0.41% | 32 |
|
|
2023
Q4 | $1.31M | Buy |
+7,700
| New | +$1.31M | 0.33% | 35 |
|