Elevation Wealth Partners’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 | $949K | Sell |
3,273
-14
| -0.4% | -$4.06K | 0.37% | 47 |
|
|
2025
Q1 | $806K | Sell |
3,287
-13
| -0.4% | -$3.19K | 0.35% | 49 |
|
|
2024
Q4 | $791K | Buy |
3,300
+20
| +0.6% | +$4.8K | 0.33% | 46 |
|
|
2024
Q3 | $692K | Buy |
3,280
+1
| +0% | +$211 | 0.3% | 52 |
|
|
2024
Q2 | $663K | Buy |
3,279
+1
| +0% | +$202 | 0.31% | 51 |
|
|
2024
Q1 | $657K | Sell |
3,278
-17
| -0.5% | -$3.41K | 0.33% | 50 |
|
|
2023
Q4 | $478K | Buy |
3,295
+2,560
| +348% | +$371K | 0.29% | 63 |
|
|
2023
Q3 | $107K | Buy |
735
+1
| +0.1% | +$145 | 0.09% | 89 |
|
|
2023
Q2 | $107K | Hold |
734
| – | – | 0.09% | 96 |
|
|
2023
Q1 | $95.6K | Buy |
+734
| New | +$95.6K | 0.09% | 106 |
|