Denver 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 | $535K | Sell |
1,845
-13
| -0.7% | -$3.77K | 0.22% | 50 |
|
|
2025
Q1 | $456K | Buy |
1,858
+5
| +0.3% | +$1.23K | 0.21% | 56 |
|
|
2024
Q4 | $444K | Buy |
1,853
+5
| +0.3% | +$1.2K | 0.2% | 51 |
|
|
2024
Q3 | $390K | Buy |
1,848
+8
| +0.4% | +$1.69K | 0.18% | 57 |
|
|
2024
Q2 | $372K | Sell |
1,840
-46
| -2% | -$9.3K | 0.19% | 57 |
|
|
2024
Q1 | $378K | Buy |
1,886
+9
| +0.5% | +$1.8K | 0.19% | 55 |
|
|
2023
Q4 | $319K | Buy |
1,877
+12
| +0.6% | +$2.04K | 0.18% | 54 |
|
|
2023
Q3 | $271K | Buy |
1,865
+117
| +7% | +$17K | 0.18% | 61 |
|
|
2023
Q2 | $254K | Sell |
1,748
-90
| -5% | -$13.1K | 0.18% | 60 |
|
|
2023
Q1 | $240K | Sell |
1,838
-133
| -7% | -$17.3K | 0.17% | 67 |
|
|
2022
Q4 | $264K | Buy |
+1,971
| New | +$264K | 0.2% | 58 |
|
|
2021
Q4 | $316K | Buy |
+1,995
| New | +$316K | 0.3% | 32 |
|
|
2021
Q1 | $238K | Buy |
+1,749
| New | +$238K | 0.25% | 42 |
|