Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.8M | Sell |
49,320
-5,411
| -10% | -$1.3M | 0.93% | 25 |
|
|
2024
Q3 | $11.5M | Sell |
54,731
-180
| -0.3% | -$38K | 0.91% | 27 |
|
|
2024
Q2 | $11.1M | Buy |
54,911
+930
| +2% | +$188K | 2.04% | 14 |
|
|
2024
Q1 | $10.7M | Buy |
53,981
+41,902
| +347% | +$8.34M | 0.94% | 24 |
|
|
2023
Q4 | $2.05M | Buy |
12,079
+892
| +8% | +$152K | 0.19% | 99 |
|
|
2023
Q3 | $1.62M | Buy |
11,187
+865
| +8% | +$125K | 0.17% | 101 |
|
|
2023
Q2 | $1.5M | Buy |
10,322
+406
| +4% | +$59.1K | 0.16% | 106 |
|
|
2023
Q1 | $1.29M | Sell |
9,916
-158
| -2% | -$20.6K | 0.14% | 105 |
|
|
2022
Q4 | $1.35M | Buy |
10,074
+9,198
| +1,050% | +$1.23M | 0.17% | 100 |
|
|
2022
Q3 | $876 | Sell |
876
-8,907
| -91% | -$8.91K | 0.12% | 114 |
|
|
2022
Q2 | $1.1M | Sell |
9,783
-749
| -7% | -$84.3K | 0.15% | 98 |
|
|
2022
Q1 | $1.44M | Buy |
10,532
+2,531
| +32% | +$345K | 0.16% | 102 |
|
|
2021
Q4 | $1.27M | Sell |
8,001
-329
| -4% | -$52.1K | 0.13% | 112 |
|
|
2021
Q3 | $1.36M | Buy |
8,330
+294
| +4% | +$48.1K | 0.15% | 104 |
|
|
2021
Q2 | $1.25M | Buy |
8,036
+124
| +2% | +$19.3K | 0.14% | 112 |
|
|
2021
Q1 | $1.2M | Buy |
7,912
+692
| +10% | +$105K | 0.14% | 104 |
|
|
2020
Q4 | $917K | Buy |
7,220
+286
| +4% | +$36.3K | 0.11% | 103 |
|
|
2020
Q3 | $667K | Buy |
6,934
+632
| +10% | +$60.8K | 0.09% | 104 |
|
|
2020
Q2 | $592K | Buy |
6,302
+177
| +3% | +$16.6K | 0.09% | 93 |
|
|
2020
Q1 | $551K | Sell |
6,125
-78
| -1% | -$7.02K | 0.1% | 96 |
|
|
2019
Q4 | $864K | Sell |
6,203
-2,470
| -28% | -$344K | 0.12% | 103 |
|
|
2019
Q3 | $1.02M | Buy |
8,673
+31
| +0.4% | +$3.65K | 0.15% | 89 |
|
|
2019
Q2 | $966K | Buy |
8,642
+3,319
| +62% | +$371K | 0.14% | 109 |
|
|
2019
Q1 | $539K | Sell |
5,323
-521
| -9% | -$52.8K | 0.1% | 110 |
|
|
2018
Q4 | $570K | Buy |
+5,844
| New | +$570K | 0.1% | 98 |
|