Fairhaven 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 | $7M | Buy |
29,185
+6
| +0% | +$1.44K | 2.19% | 11 |
|
|
2024
Q3 | $6.15M | Sell |
29,179
-16
| -0.1% | -$3.37K | 1.88% | 11 |
|
|
2024
Q2 | $5.91M | Sell |
29,195
-169
| -0.6% | -$34.2K | 1.96% | 11 |
|
|
2024
Q1 | $5.88M | Sell |
29,364
-646
| -2% | -$129K | 2.02% | 10 |
|
|
2023
Q4 | $5.1M | Sell |
30,010
-383
| -1% | -$65.1K | 1.87% | 11 |
|
|
2023
Q3 | $4.41M | Buy |
30,393
+90
| +0.3% | +$13.1K | 1.76% | 13 |
|
|
2023
Q2 | $4.41M | Buy |
+30,303
| New | +$4.41M | 1.68% | 14 |
|
|
2022
Q4 | $3.81M | Buy |
28,436
+1,068
| +4% | +$143K | 1.62% | 16 |
|
|
2022
Q3 | $2.86M | Buy |
27,368
+540
| +2% | +$56.4K | 1.28% | 20 |
|
|
2022
Q2 | $3.02M | Buy |
26,828
+1,158
| +5% | +$130K | 1.42% | 18 |
|
|
2022
Q1 | $3.5M | Buy |
25,670
+734
| +3% | +$100K | 1.42% | 18 |
|
|
2021
Q4 | $3.95M | Buy |
24,936
+191
| +0.8% | +$30.2K | 1.54% | 14 |
|
|
2021
Q3 | $4.05M | Buy |
24,745
+2,283
| +10% | +$374K | 1.67% | 11 |
|
|
2021
Q2 | $3.49M | Buy |
22,462
+919
| +4% | +$143K | 1.39% | 18 |
|
|
2021
Q1 | $3.28M | Buy |
21,543
+744
| +4% | +$113K | 1.38% | 17 |
|
|
2020
Q4 | $2.64M | Buy |
20,799
+2,165
| +12% | +$275K | 1.16% | 19 |
|
|
2020
Q3 | $1.79M | Buy |
18,634
+1,995
| +12% | +$192K | 1.06% | 21 |
|
|
2020
Q2 | $1.57M | Buy |
16,639
+4,491
| +37% | +$422K | 1.03% | 20 |
|
|
2020
Q1 | $1.09M | Buy |
12,148
+5,750
| +90% | +$518K | 0.99% | 20 |
|
|
2019
Q4 | $892K | Hold |
6,398
| – | – | 0.74% | 21 |
|
|
2019
Q3 | $753K | Hold |
6,398
| – | – | 0.7% | 23 |
|
|
2019
Q2 | $715K | Buy |
6,398
+1,055
| +20% | +$118K | 0.66% | 26 |
|
|
2019
Q1 | $541K | Sell |
5,343
-428
| -7% | -$43.3K | 0.51% | 28 |
|
|
2018
Q4 | $563K | Buy |
+5,771
| New | +$563K | 0.55% | 27 |
|