Envestnet Portfolio Solutions’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 | $74M | Buy |
255,261
+6,634
| +3% | +$1.92M | 0.27% | 58 |
|
|
2025
Q1 | $61M | Sell |
248,627
-83,248
| -25% | -$20.4M | 0.23% | 64 |
|
|
2024
Q4 | $79.6M | Sell |
331,875
-23,903
| -7% | -$5.73M | 0.26% | 57 |
|
|
2024
Q3 | $75M | Sell |
355,778
-6,468
| -2% | -$1.36M | 0.24% | 55 |
|
|
2024
Q2 | $73.3M | Sell |
362,246
-6,184
| -2% | -$1.25M | 0.26% | 56 |
|
|
2024
Q1 | $73.8M | Buy |
368,430
+43,600
| +13% | +$8.73M | 0.28% | 52 |
|
|
2023
Q4 | $55.3M | Buy |
324,830
+30,202
| +10% | +$5.14M | 0.23% | 59 |
|
|
2023
Q3 | $42.7M | Buy |
+294,628
| New | +$42.7M | 0.2% | 61 |
|