Crown Wealth Group’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 | $1.25M | Buy |
4,325
+5
| +0.1% | +$1.45K | 0.47% | 32 |
|
|
2025
Q1 | $1.06M | Buy |
4,320
+222
| +5% | +$54.5K | 0.55% | 32 |
|
|
2024
Q4 | $982K | Sell |
4,098
-35
| -0.8% | -$8.39K | 0.4% | 40 |
|
|
2024
Q3 | $871K | Sell |
4,133
-194
| -4% | -$40.9K | 0.38% | 44 |
|
|
2024
Q2 | $875K | Sell |
4,327
-210
| -5% | -$42.5K | 0.44% | 37 |
|
|
2024
Q1 | $909K | Buy |
4,537
+154
| +4% | +$30.8K | 0.47% | 30 |
|
|
2023
Q4 | $746K | Buy |
4,383
+217
| +5% | +$36.9K | 0.45% | 31 |
|
|
2023
Q3 | $604K | Sell |
4,166
-360
| -8% | -$52.2K | 0.45% | 32 |
|
|
2023
Q2 | $658K | Sell |
4,526
-240
| -5% | -$34.9K | 0.52% | 26 |
|
|
2023
Q1 | $621K | Buy |
4,766
+2,230
| +88% | +$291K | 0.52% | 27 |
|
|
2022
Q4 | $340K | Buy |
2,536
+81
| +3% | +$10.9K | 0.32% | 42 |
|
|
2022
Q3 | $257K | Buy |
2,455
+393
| +19% | +$41.1K | 0.26% | 47 |
|
|
2022
Q2 | $232K | Sell |
2,062
-300
| -13% | -$33.8K | 0.21% | 61 |
|
|
2022
Q1 | $322K | Buy |
+2,362
| New | +$322K | 0.22% | 64 |
|