Elk River 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 | $12.7M | Sell |
43,946
-373
| -0.8% | -$108K | 2.19% | 14 |
|
|
2025
Q1 | $10.9M | Sell |
44,319
-183
| -0.4% | -$44.9K | 2.04% | 14 |
|
|
2024
Q4 | $10.7M | Sell |
44,502
-425
| -0.9% | -$102K | 1.93% | 14 |
|
|
2024
Q3 | $9.47M | Buy |
44,927
+392
| +0.9% | +$82.7K | 1.72% | 16 |
|
|
2024
Q2 | $9.01M | Buy |
44,535
+259
| +0.6% | +$52.4K | 1.76% | 16 |
|
|
2024
Q1 | $8.87M | Sell |
44,276
-4,850
| -10% | -$971K | 1.8% | 16 |
|
|
2023
Q4 | $8.36M | Buy |
49,126
+264
| +0.5% | +$44.9K | 1.61% | 17 |
|
|
2023
Q3 | $7.09M | Sell |
48,862
-331
| -0.7% | -$48K | 1.57% | 20 |
|
|
2023
Q2 | $7.15M | Sell |
49,193
-966
| -2% | -$140K | 1.53% | 20 |
|
|
2023
Q1 | $6.54M | Buy |
50,159
+1,579
| +3% | +$206K | 1.48% | 22 |
|
|
2022
Q4 | $6.51M | Sell |
48,580
-168
| -0.3% | -$22.5K | 1.58% | 21 |
|
|
2022
Q3 | $5.09M | Buy |
48,748
+815
| +2% | +$85.2K | 1.34% | 25 |
|
|
2022
Q2 | $5.4M | Sell |
47,933
-261
| -0.5% | -$29.4K | 1.37% | 24 |
|
|
2022
Q1 | $6.57M | Buy |
48,194
+1,928
| +4% | +$263K | 1.44% | 21 |
|
|
2021
Q4 | $7.33M | Buy |
46,266
+866
| +2% | +$137K | 1.66% | 19 |
|
|
2021
Q3 | $7.43M | Sell |
45,400
-208
| -0.5% | -$34.1K | 1.88% | 13 |
|
|
2021
Q2 | $7.09M | Buy |
45,608
+1,270
| +3% | +$198K | 1.84% | 14 |
|
|
2021
Q1 | $6.75M | Buy |
44,338
+4,121
| +10% | +$627K | 1.92% | 15 |
|
|
2020
Q4 | $5.11M | Buy |
+40,217
| New | +$5.11M | 1.69% | 17 |
|