Dogwood 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 | $1.7M | Buy |
6,027
+142
| +2% | +$40.2K | 0.83% | 32 |
|
|
2025
Q1 | $1.44M | Buy |
5,885
+174
| +3% | +$42.7K | 0.76% | 35 |
|
|
2024
Q4 | $1.37M | Buy |
5,711
+802
| +16% | +$192K | 0.72% | 37 |
|
|
2024
Q3 | $1.04M | Buy |
4,909
+1,465
| +43% | +$309K | 0.6% | 37 |
|
|
2024
Q2 | $697K | Buy |
3,444
+828
| +32% | +$167K | 0.43% | 40 |
|
|
2024
Q1 | $524K | Buy |
2,616
+183
| +8% | +$36.7K | 0.35% | 44 |
|
|
2023
Q4 | $414K | Buy |
+2,433
| New | +$414K | 0.32% | 54 |
|