Flagship Private 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 | $289K | Buy |
996
+4
| +0.4% | +$1.16K | 0.12% | 86 |
|
|
2025
Q1 | $243K | Buy |
992
+4
| +0.4% | +$981 | 0.12% | 91 |
|
|
2024
Q4 | $237K | Buy |
988
+5
| +0.5% | +$1.2K | 0.11% | 92 |
|
|
2024
Q3 | $207K | Buy |
+983
| New | +$207K | 0.11% | 97 |
|
|
2021
Q3 | – | Sell |
-543
| Closed | -$83.4K | – | 190 |
|
|
2021
Q2 | $83.4K | Buy |
543
+3
| +0.6% | +$461 | 0.06% | 106 |
|
|
2021
Q1 | $83.1K | Sell |
540
-97
| -15% | -$14.9K | 0.07% | 99 |
|
|
2020
Q4 | $81.5K | Buy |
+637
| New | +$81.5K | 0.08% | 95 |
|