Eagle Bluffs 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 | $3.5M | Buy |
12,058
+54
| +0.4% | +$15.7K | 1.66% | 21 |
|
|
2025
Q1 | $2.94M | Buy |
12,004
+21
| +0.2% | +$5.15K | 1.56% | 21 |
|
|
2024
Q4 | $2.87M | Sell |
11,983
-606
| -5% | -$145K | 1.54% | 20 |
|
|
2024
Q3 | $2.65M | Buy |
12,589
+82
| +0.7% | +$17.3K | 1.43% | 21 |
|
|
2024
Q2 | $2.53M | Buy |
12,507
+46
| +0.4% | +$9.3K | 1.47% | 22 |
|
|
2024
Q1 | $2.5M | Buy |
12,461
+41
| +0.3% | +$8.21K | 1.55% | 23 |
|
|
2023
Q4 | $2.11M | Sell |
12,420
-391
| -3% | -$66.5K | 1.44% | 22 |
|
|
2023
Q3 | $1.86M | Sell |
12,811
-3,791
| -23% | -$550K | 1.43% | 22 |
|
|
2023
Q2 | $2.41M | Buy |
16,602
+231
| +1% | +$33.6K | 1.86% | 17 |
|
|
2023
Q1 | $2.13M | Buy |
16,371
+2,285
| +16% | +$298K | 1.75% | 19 |
|
|
2022
Q4 | $1.89M | Sell |
14,086
-32
| -0.2% | -$4.29K | 1.98% | 15 |
|
|
2022
Q3 | $1.48M | Buy |
14,118
+718
| +5% | +$75K | 1.7% | 21 |
|
|
2022
Q2 | $1.51M | Buy |
13,400
+2,363
| +21% | +$266K | 1.63% | 20 |
|
|
2022
Q1 | $1.51M | Buy |
11,037
+851
| +8% | +$116K | 1.45% | 18 |
|
|
2021
Q4 | $1.61M | Buy |
+10,186
| New | +$1.61M | 1.68% | 19 |
|