Fairway 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 | $20.6K | Sell |
71
-73
| -51% | -$21.2K | 0.01% | 105 |
|
|
2025
Q1 | $35.3K | Sell |
144
-250
| -63% | -$61.3K | 0.01% | 106 |
|
|
2024
Q4 | $94.4K | Buy |
+394
| New | +$94.4K | 0.04% | 76 |
|
|
2024
Q3 | – | Sell |
-158
| Closed | -$32K | – | 248 |
|
|
2024
Q2 | $32K | Buy |
+158
| New | +$32K | 0.02% | 78 |
|