Covestor’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 | $443K | Buy |
1,525
+96
| +7% | +$27.9K | 0.26% | 40 |
|
|
2025
Q1 | $351K | Sell |
1,429
-60
| -4% | -$14.7K | 0.23% | 36 |
|
|
2024
Q4 | $357K | Buy |
1,489
+28
| +2% | +$6.71K | 0.22% | 41 |
|
|
2024
Q3 | $309K | Buy |
1,461
+177
| +14% | +$37.4K | 0.19% | 54 |
|
|
2024
Q2 | $260K | Sell |
1,284
-630
| -33% | -$128K | 0.17% | 92 |
|
|
2024
Q1 | $383K | Sell |
1,914
-183
| -9% | -$36.6K | 0.24% | 34 |
|
|
2023
Q4 | $358K | Buy |
2,097
+428
| +26% | +$73.1K | 0.24% | 33 |
|
|
2023
Q3 | $242K | Buy |
1,669
+403
| +32% | +$58.4K | 0.18% | 63 |
|
|
2023
Q2 | $184K | Sell |
1,266
-417
| -25% | -$60.6K | 0.14% | 143 |
|
|
2023
Q1 | $220K | Sell |
1,683
-462
| -22% | -$60.4K | 0.19% | 81 |
|
|
2022
Q4 | $287K | Sell |
2,145
-26
| -1% | -$3.48K | 0.23% | 55 |
|
|
2022
Q3 | $227K | Buy |
2,171
+184
| +9% | +$19.2K | 0.2% | 64 |
|
|
2022
Q2 | $224K | Sell |
1,987
-559
| -22% | -$63K | 0.18% | 88 |
|
|
2022
Q1 | $347K | Buy |
2,546
+485
| +24% | +$66.1K | 0.23% | 40 |
|
|
2021
Q4 | $327K | Buy |
+2,061
| New | +$327K | 0.46% | 11 |
|