DiNuzzo Private Wealth’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 | $118K | Buy |
406
+3
| +0.7% | +$870 | 0.01% | 92 |
|
|
2025
Q1 | $98.9K | Hold |
403
| – | – | 0.01% | 101 |
|
|
2024
Q4 | $96.6K | Buy |
403
+1
| +0.2% | +$240 | 0.01% | 102 |
|
|
2024
Q3 | $84.8K | Buy |
402
+4
| +1% | +$843 | 0.01% | 113 |
|
|
2024
Q2 | $80.5K | Buy |
398
+107
| +37% | +$21.6K | 0.01% | 83 |
|
|
2024
Q1 | $58.3K | Buy |
291
+1
| +0.3% | +$200 | 0.01% | 90 |
|
|
2023
Q4 | $49.3K | Buy |
+290
| New | +$49.3K | 0.01% | 94 |
|