Elmwood 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 | $2.79M | Sell |
9,619
-198
| -2% | -$57.4K | 1.11% | 35 |
|
|
2025
Q1 | $2.41M | Sell |
9,817
-347
| -3% | -$85.1K | 0.99% | 42 |
|
|
2024
Q4 | $2.44M | Buy |
10,164
+7
| +0.1% | +$1.68K | 0.98% | 45 |
|
|
2024
Q3 | $2.14M | Sell |
10,157
-108
| -1% | -$22.8K | 0.88% | 45 |
|
|
2024
Q2 | $2.08M | Sell |
10,265
-413
| -4% | -$83.5K | 0.92% | 41 |
|
|
2024
Q1 | $2.14M | Buy |
10,678
+2,426
| +29% | +$486K | 0.92% | 35 |
|
|
2023
Q4 | $1.4M | Sell |
8,252
-3,213
| -28% | -$547K | 0.98% | 31 |
|
|
2023
Q3 | $1.66M | Sell |
11,465
-383
| -3% | -$55.5K | 0.8% | 44 |
|
|
2023
Q2 | $1.72M | Sell |
11,848
-932
| -7% | -$136K | 0.8% | 43 |
|
|
2023
Q1 | $1.67M | Buy |
12,780
+145
| +1% | +$18.9K | 0.79% | 42 |
|
|
2022
Q4 | $1.69M | Sell |
12,635
-50
| -0.4% | -$6.71K | 0.85% | 36 |
|
|
2022
Q3 | $1.33M | Buy |
12,685
+265
| +2% | +$27.7K | 0.66% | 51 |
|
|
2022
Q2 | $1.4M | Buy |
12,420
+1,740
| +16% | +$196K | 0.8% | 47 |
|
|
2022
Q1 | $1.46M | Buy |
10,680
+280
| +3% | +$38.2K | 0.75% | 54 |
|
|
2021
Q4 | $1.65M | Buy |
+10,400
| New | +$1.65M | 0.79% | 49 |
|
|
2021
Q2 | $1.57M | Hold |
10,060
| – | – | 0.82% | 43 |
|
|
2021
Q1 | $1.53M | Buy |
+10,060
| New | +$1.53M | 0.93% | 38 |
|
|
2020
Q3 | $958K | Hold |
10,185
| – | – | 0.78% | 43 |
|
|
2020
Q2 | $958K | Sell |
10,185
-2,831
| -22% | -$266K | 0.78% | 43 |
|
|
2020
Q1 | $1.43M | Buy |
13,016
+1,036
| +9% | +$114K | 1.37% | 21 |
|
|
2019
Q4 | $1.67M | Sell |
11,980
-413
| -3% | -$57.6K | 1.45% | 21 |
|
|
2019
Q3 | $1.46M | Sell |
12,393
-49
| -0.4% | -$5.77K | 1.48% | 22 |
|
|
2019
Q2 | $1.39M | Sell |
12,442
-199
| -2% | -$22.2K | 1.23% | 26 |
|
|
2019
Q1 | $1.28M | Sell |
12,641
-804
| -6% | -$81.4K | 1.18% | 30 |
|
|
2018
Q4 | $1.31M | Buy |
13,445
+551
| +4% | +$53.8K | 1.27% | 25 |
|
|
2018
Q3 | $1.45M | Sell |
12,894
-149
| -1% | -$16.8K | 1.21% | 25 |
|
|
2018
Q2 | $1.36M | Buy |
13,043
+27
| +0.2% | +$2.81K | 1.24% | 27 |
|
|
2018
Q1 | $1.43M | Buy |
+13,016
| New | +$1.43M | 1.37% | 21 |
|