Dechtman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.4M | Buy |
5,855
+26
| +0.4% | +$6.23K | 0.27% | 19 |
|
|
2024
Q3 | $1.23M | Buy |
5,829
+128
| +2% | +$27K | 0.25% | 22 |
|
|
2024
Q2 | $1.15M | Buy |
5,701
+31
| +0.5% | +$6.27K | 0.26% | 21 |
|
|
2024
Q1 | $1.14M | Buy |
5,670
+453
| +9% | +$90.7K | 0.27% | 22 |
|
|
2023
Q4 | $887K | Sell |
5,217
-274
| -5% | -$46.6K | 0.23% | 20 |
|
|
2023
Q3 | $796K | Buy |
5,491
+35
| +0.6% | +$5.07K | 0.24% | 20 |
|
|
2023
Q2 | $793K | Buy |
+5,456
| New | +$793K | 0.24% | 18 |
|