Elite 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 | $224K | Buy |
+773
| New | +$224K | 0.07% | 31 |
|
|
2019
Q1 | – | Sell |
-20,179
| Closed | -$1.97M | – | 39 |
|
|
2018
Q4 | $1.97M | Buy |
20,179
+190
| +1% | +$18.5K | 1.92% | 13 |
|
|
2018
Q3 | $2.26M | Buy |
19,989
+685
| +4% | +$77.3K | 0.48% | 12 |
|
|
2018
Q2 | $2.01M | Buy |
19,304
+1,413
| +8% | +$147K | 0.72% | 16 |
|
|
2018
Q1 | $1.97M | Buy |
17,891
+701
| +4% | +$77.1K | 1.61% | 17 |
|
|
2017
Q4 | $1.84M | Buy |
+17,190
| New | +$1.84M | 1.55% | 15 |
|
|
2016
Q3 | $35K | Buy |
+523
| New | +$35K | 0.06% | 68 |
|
|
2014
Q4 | – | Sell |
-26,178
| Closed | -$1.58M | – | 271 |
|
|
2014
Q3 | $1.58M | Buy |
26,178
+5,660
| +28% | +$341K | 1.42% | 9 |
|
|
2014
Q2 | $1.18M | Sell |
20,518
-16,594
| -45% | -$956K | 1.18% | 15 |
|
|
2014
Q1 | $2.25M | Buy |
37,112
+18,689
| +101% | +$1.13M | 1.82% | 9 |
|
|
2013
Q4 | $1.08M | Buy |
18,423
+16,035
| +671% | +$937K | 0.79% | 34 |
|
|
2013
Q3 | $123K | Sell |
2,388
-247
| -9% | -$12.7K | 0.11% | 106 |
|
|
2013
Q2 | $139K | Buy |
+2,635
| New | +$139K | 0.2% | 59 |
|