Delap Wealth Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,595
| Closed | -$1.12M | – | 211 |
|
|
2024
Q1 | $1.12M | Buy |
5,595
+3,370
| +151% | +$675K | 0.45% | 38 |
|
|
2023
Q4 | $378K | Buy |
+2,225
| New | +$378K | 0.17% | 63 |
|
|
2023
Q1 | – | Sell |
-3,169
| Closed | -$425K | – | 67 |
|
|
2022
Q4 | $425K | Buy |
+3,169
| New | +$425K | 0.44% | 38 |
|