Element 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 | $2.32M | Buy |
8,000
+2,449
| +44% | +$710K | 1.07% | 22 |
|
|
2025
Q1 | $1.36M | Sell |
5,551
-170
| -3% | -$41.7K | 0.73% | 27 |
|
|
2024
Q4 | $1.37M | Sell |
5,721
-43
| -0.7% | -$10.3K | 0.72% | 28 |
|
|
2024
Q3 | $1.22M | Sell |
5,764
-361
| -6% | -$76.1K | 0.64% | 32 |
|
|
2024
Q2 | $1.24M | Buy |
6,125
+256
| +4% | +$51.8K | 0.7% | 28 |
|
|
2024
Q1 | $1.18M | Sell |
5,869
-19
| -0.3% | -$3.81K | 0.69% | 29 |
|
|
2023
Q4 | $1M | Buy |
5,888
+213
| +4% | +$36.2K | 0.63% | 31 |
|
|
2023
Q3 | $823K | Buy |
5,675
+3
| +0.1% | +$435 | 0.59% | 31 |
|
|
2023
Q2 | $825K | Sell |
5,672
-79
| -1% | -$11.5K | 0.57% | 33 |
|
|
2023
Q1 | $749K | Buy |
5,751
+111
| +2% | +$14.5K | 0.56% | 34 |
|
|
2022
Q4 | $756K | Sell |
5,640
-31
| -0.5% | -$4.16K | 0.62% | 27 |
|
|
2022
Q3 | $593K | Buy |
5,671
+199
| +4% | +$20.8K | 0.55% | 30 |
|
|
2022
Q2 | $616K | Buy |
5,472
+282
| +5% | +$31.7K | 0.61% | 30 |
|
|
2022
Q1 | $708K | Sell |
5,190
-53
| -1% | -$7.23K | 0.57% | 31 |
|
|
2021
Q4 | $830K | Buy |
5,243
+51
| +1% | +$8.07K | 0.63% | 25 |
|
|
2021
Q3 | $850K | Sell |
5,192
-3
| -0.1% | -$491 | 0.68% | 22 |
|
|
2021
Q2 | $808K | Buy |
5,195
+70
| +1% | +$10.9K | 0.63% | 24 |
|
|
2021
Q1 | $780K | Sell |
5,125
-3
| -0.1% | -$457 | 0.65% | 22 |
|
|
2020
Q4 | $652K | Sell |
5,128
-273
| -5% | -$34.7K | 0.6% | 29 |
|
|
2020
Q3 | $520K | Buy |
5,401
+746
| +16% | +$71.8K | 0.56% | 29 |
|
|
2020
Q2 | $438K | Buy |
4,655
+385
| +9% | +$36.2K | 0.5% | 36 |
|
|
2020
Q1 | $384K | Buy |
4,270
+2,725
| +176% | +$245K | 0.53% | 40 |
|
|
2019
Q4 | $215K | Buy |
+1,545
| New | +$215K | 0.22% | 67 |
|