Cove Private 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
Q2 | $8.21M | Buy |
28,325
+4,813
| +20% | +$1.4M | 2.9% | 5 |
|
|
2025
Q1 | $5.77M | Buy |
23,512
+3,814
| +19% | +$936K | 3.03% | 5 |
|
|
2024
Q4 | $4.72M | Buy |
19,698
+1,298
| +7% | +$311K | 2.84% | 7 |
|
|
2024
Q3 | $3.88M | Hold |
18,400
| – | – | 3.01% | 6 |
|
|
2024
Q2 | $3.72M | Hold |
18,400
| – | – | 2.97% | 6 |
|
|
2024
Q1 | $3.69M | Hold |
18,400
| – | – | 3.15% | 5 |
|
|
2023
Q4 | $3.13M | Buy |
+18,400
| New | +$3.13M | 2.97% | 5 |
|