Denver PWM’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 | $507K | Buy |
1,747
+436
| +33% | +$126K | 0.16% | 49 |
|
|
2025
Q1 | $322K | Buy |
1,311
+688
| +110% | +$169K | 0.12% | 52 |
|
|
2024
Q4 | $149K | Sell |
623
-134
| -18% | -$32.1K | 0.06% | 61 |
|
|
2024
Q3 | $160K | Sell |
757
-432
| -36% | -$91.1K | 0.06% | 65 |
|
|
2024
Q2 | $241K | Sell |
1,189
-389
| -25% | -$78.7K | 0.1% | 59 |
|
|
2024
Q1 | $311K | Sell |
1,578
-225
| -12% | -$44.3K | 0.12% | 72 |
|
|
2023
Q4 | $310K | Sell |
1,803
-292
| -14% | -$50.2K | 0.14% | 64 |
|
|
2023
Q3 | $300K | Buy |
2,095
+236
| +13% | +$33.8K | 0.13% | 76 |
|
|
2023
Q2 | $270K | Hold |
1,859
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $255K | Sell |
1,859
-349
| -16% | -$47.9K | 0.11% | 82 |
|
|
2022
Q4 | $296K | Sell |
2,208
-60
| -3% | -$8.05K | 0.14% | 80 |
|
|
2022
Q3 | $244K | Buy |
2,268
+32
| +1% | +$3.44K | 0.14% | 79 |
|
|
2022
Q2 | $253K | Buy |
2,236
+44
| +2% | +$4.98K | 0.12% | 80 |
|
|
2022
Q1 | $297K | Buy |
2,192
+549
| +33% | +$74.4K | 0.12% | 82 |
|
|
2021
Q4 | $266K | Buy |
1,643
+404
| +33% | +$65.4K | 0.1% | 86 |
|
|
2021
Q3 | $203K | Buy |
+1,239
| New | +$203K | 0.08% | 93 |
|
|
2019
Q4 | – | Sell |
-302
| Closed | -$35.5K | – | 159 |
|
|
2019
Q3 | $35.5K | Buy |
+302
| New | +$35.5K | 0.02% | 146 |
|