Elite Life 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 | $475K | Buy |
1,639
+63
| +4% | +$18.3K | 1.22% | 16 |
|
|
2025
Q1 | $386K | Buy |
1,576
+38
| +2% | +$9.32K | 1.21% | 17 |
|
|
2024
Q4 | $369K | Buy |
1,538
+19
| +1% | +$4.55K | 1.09% | 19 |
|
|
2024
Q3 | $320K | Buy |
1,519
+58
| +4% | +$12.2K | 1.05% | 21 |
|
|
2024
Q2 | $295K | Buy |
1,461
+56
| +4% | +$11.3K | 1.15% | 19 |
|
|
2024
Q1 | $281K | Buy |
1,405
+59
| +4% | +$11.8K | 1.38% | 19 |
|
|
2023
Q4 | $229K | Buy |
+1,346
| New | +$229K | 1.37% | 20 |
|