Dynasty 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 | – | Sell |
-21,392
| Closed | -$5.25M | – | 240 |
|
|
2025
Q1 | $5.25M | Sell |
21,392
-2,210
| -9% | -$542K | 0.09% | 57 |
|
|
2024
Q4 | $5.66M | Sell |
23,602
-394
| -2% | -$94.4K | 0.1% | 61 |
|
|
2024
Q3 | $5.06M | Buy |
23,996
+611
| +3% | +$129K | 0.15% | 46 |
|
|
2024
Q2 | $4.73M | Buy |
23,385
+1,124
| +5% | +$227K | 0.14% | 56 |
|
|
2024
Q1 | $4.46M | Buy |
+22,261
| New | +$4.46M | 0.14% | 47 |
|
|
2018
Q4 | – | Sell |
-12,480
| Closed | -$1.41M | – | 52 |
|
|
2018
Q3 | $1.41M | Buy |
12,480
+5,591
| +81% | +$631K | 1.81% | 13 |
|
|
2018
Q2 | $718K | Sell |
6,889
-467
| -6% | -$48.7K | 1.49% | 16 |
|
|
2018
Q1 | $809K | Sell |
7,356
-3,810
| -34% | -$419K | 0.34% | 14 |
|
|
2017
Q4 | $1.19M | Buy |
+11,166
| New | +$1.19M | 2.06% | 10 |
|