Enzi Wealth’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 | $371K | Buy |
1,293
+1
| +0.1% | +$287 | 0.14% | 48 |
|
|
2025
Q1 | $316K | Sell |
1,292
-12
| -0.9% | -$2.94K | 0.13% | 48 |
|
|
2024
Q4 | $343K | Buy |
1,304
+67
| +5% | +$17.6K | 0.13% | 48 |
|
|
2024
Q3 | $274K | Sell |
1,237
-51
| -4% | -$11.3K | 0.11% | 55 |
|
|
2024
Q2 | $264K | Buy |
1,288
+105
| +9% | +$21.5K | 0.12% | 55 |
|
|
2024
Q1 | $216K | Buy |
+1,183
| New | +$216K | 0.1% | 54 |
|
|
2023
Q1 | – | Sell |
-2,427
| Closed | -$336K | – | 69 |
|
|
2022
Q4 | $336K | Hold |
2,427
| – | – | 0.16% | 56 |
|
|
2022
Q3 | $328K | Buy |
+2,427
| New | +$328K | 0.16% | 56 |
|