Darwin 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 | $629K | Buy |
2,170
+1,513
| +230% | +$439K | 0.22% | 82 |
|
|
2025
Q1 | $158K | Hold |
657
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $158K | Sell |
657
-1,443
| -69% | -$346K | 0.05% | 147 |
|
|
2024
Q3 | $443K | Sell |
2,100
-67
| -3% | -$14.1K | 0.12% | 99 |
|
|
2024
Q2 | $438K | Sell |
2,167
-28
| -1% | -$5.66K | 0.22% | 53 |
|
|
2024
Q1 | $440K | Buy |
2,195
+1
| +0% | +$200 | 0.12% | 98 |
|
|
2023
Q4 | $373K | Sell |
2,194
-130
| -6% | -$22.1K | 0.1% | 107 |
|
|
2023
Q3 | $337K | Sell |
2,324
-5
| -0.2% | -$725 | 0.09% | 110 |
|
|
2023
Q2 | $343K | Hold |
2,329
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $326K | Sell |
2,329
-131
| -5% | -$18.3K | 0.09% | 115 |
|
|
2022
Q4 | $352K | Sell |
2,460
-57
| -2% | -$8.15K | 0.09% | 117 |
|
|
2022
Q3 | $292K | Sell |
2,517
-344
| -12% | -$39.9K | 0.07% | 126 |
|
|
2022
Q2 | $322K | Sell |
2,861
-1,915
| -40% | -$216K | 0.07% | 132 |
|
|
2022
Q1 | $651K | Sell |
4,776
-30
| -0.6% | -$4.09K | 0.11% | 107 |
|
|
2021
Q4 | $710K | Sell |
4,806
-301
| -6% | -$44.5K | 0.11% | 105 |
|
|
2021
Q3 | $836K | Sell |
5,107
-550
| -10% | -$90K | 0.13% | 92 |
|
|
2021
Q2 | $880K | Sell |
5,657
-67
| -1% | -$10.4K | 0.14% | 90 |
|
|
2021
Q1 | $871K | Sell |
5,724
-46
| -0.8% | -$7K | 0.15% | 89 |
|
|
2020
Q4 | $733K | Sell |
5,770
-174
| -3% | -$22.1K | 0.14% | 97 |
|
|
2020
Q3 | $572K | Sell |
5,944
-2,425
| -29% | -$233K | 0.12% | 93 |
|
|
2020
Q2 | $787K | Sell |
8,369
-772
| -8% | -$72.6K | 0.2% | 85 |
|
|
2020
Q1 | $822K | Sell |
9,141
-13,819
| -60% | -$1.24M | 0.26% | 69 |
|
|
2019
Q4 | $3.2M | Buy |
22,960
+764
| +3% | +$107K | 0.85% | 37 |
|
|
2019
Q3 | $2.61M | Buy |
22,196
+821
| +4% | +$96.6K | 0.77% | 55 |
|
|
2019
Q2 | $2.39M | Buy |
21,375
+971
| +5% | +$109K | 0.74% | 63 |
|
|
2019
Q1 | $2.07M | Buy |
20,404
+1,611
| +9% | +$163K | 0.68% | 62 |
|
|
2018
Q4 | $1.84M | Buy |
18,793
+1,903
| +11% | +$186K | 1.28% | 25 |
|
|
2018
Q3 | $1.91M | Buy |
16,890
+5,284
| +46% | +$598K | 1.07% | 30 |
|
|
2018
Q2 | $1.21M | Buy |
11,606
+3,351
| +41% | +$349K | 0.79% | 38 |
|
|
2018
Q1 | $908K | Buy |
8,255
+1,768
| +27% | +$194K | 0.66% | 39 |
|
|
2017
Q4 | $693K | Buy |
6,487
+1,428
| +28% | +$153K | 0.3% | 78 |
|
|
2017
Q3 | $483K | Sell |
5,059
-7
| -0.1% | -$668 | 0.47% | 55 |
|
|
2017
Q2 | $463K | Sell |
5,066
-242
| -5% | -$22.1K | 0.26% | 93 |
|
|
2017
Q1 | $466K | Buy |
5,308
+1,471
| +38% | +$129K | 0.27% | 83 |
|
|
2016
Q4 | $331K | Buy |
3,837
+16
| +0.4% | +$1.38K | 0.22% | 82 |
|
|
2016
Q3 | $254K | Sell |
3,821
-29
| -0.8% | -$1.93K | 0.2% | 78 |
|
|
2016
Q2 | $239K | Buy |
+3,850
| New | +$239K | 0.2% | 80 |
|