Dodds 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 | $437K | Sell |
1,507
-151
| -9% | -$43.8K | 0.12% | 37 |
|
|
2025
Q1 | $407K | Hold |
1,658
| – | – | 0.13% | 44 |
|
|
2024
Q4 | $436K | Hold |
1,658
| – | – | 0.14% | 40 |
|
|
2024
Q3 | $353K | Buy |
1,658
+175
| +12% | +$37.2K | 0.12% | 41 |
|
|
2024
Q2 | $308K | Buy |
1,483
+200
| +16% | +$41.5K | 0.12% | 44 |
|
|
2024
Q1 | $257K | Buy |
1,283
+77
| +6% | +$15.4K | 0.1% | 47 |
|
|
2023
Q4 | $205K | Buy |
+1,206
| New | +$205K | 0.11% | 54 |
|