FirstPurpose Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.14M | Sell |
5,854
-41
| -0.7% | -$8.01K | 0.42% | 38 |
|
|
2023
Q4 | $1M | Buy |
5,895
+19
| +0.3% | +$3.23K | 0.38% | 44 |
|
|
2023
Q3 | $852K | Buy |
5,876
+115
| +2% | +$16.7K | 0.37% | 49 |
|
|
2023
Q2 | $838K | Buy |
5,761
+52
| +0.9% | +$7.56K | 0.36% | 51 |
|
|
2023
Q1 | $744K | Buy |
5,709
+171
| +3% | +$22.3K | 0.37% | 56 |
|
|
2022
Q4 | $743K | Sell |
5,538
-130
| -2% | -$17.4K | 0.41% | 42 |
|
|
2022
Q3 | $592K | Buy |
5,668
+391
| +7% | +$40.8K | 0.39% | 51 |
|
|
2022
Q2 | $594K | Buy |
5,277
+296
| +6% | +$33.3K | 0.4% | 47 |
|
|
2022
Q1 | $679K | Buy |
4,981
+248
| +5% | +$33.8K | 0.53% | 41 |
|
|
2021
Q4 | $749K | Buy |
+4,733
| New | +$749K | 0.47% | 40 |
|