Darden 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 | $1.35M | Sell |
4,670
-210
| -4% | -$60.9K | 0.82% | 27 |
|
|
2025
Q1 | $1.2M | Hold |
4,880
| – | – | 0.93% | 29 |
|
|
2024
Q4 | $1.17M | Buy |
4,880
+490
| +11% | +$117K | 0.79% | 31 |
|
|
2024
Q3 | $926K | Buy |
4,390
+10
| +0.2% | +$2.11K | 0.66% | 41 |
|
|
2024
Q2 | $886K | Buy |
4,380
+60
| +1% | +$12.1K | 0.53% | 40 |
|
|
2024
Q1 | $865K | Sell |
4,320
-97
| -2% | -$19.4K | 0.68% | 44 |
|
|
2023
Q4 | $751K | Buy |
+4,417
| New | +$751K | 0.72% | 38 |
|