Forza 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
17,907
-36
| -0.2% | -$10.4K | 2.13% | 8 |
|
|
2025
Q1 | $4.4M | Buy |
17,943
+140
| +0.8% | +$34.3K | 1.98% | 11 |
|
|
2024
Q4 | $4.27M | Buy |
17,803
+57
| +0.3% | +$13.7K | 1.94% | 10 |
|
|
2024
Q3 | $3.74M | Buy |
17,746
+489
| +3% | +$103K | 1.71% | 10 |
|
|
2024
Q2 | $3.49M | Buy |
17,257
+53
| +0.3% | +$10.7K | 1.8% | 10 |
|
|
2024
Q1 | $3.45M | Sell |
17,204
-250
| -1% | -$50.1K | 1.79% | 11 |
|
|
2023
Q4 | $2.97M | Sell |
17,454
-3,145
| -15% | -$535K | 1.64% | 13 |
|
|
2023
Q3 | $2.99M | Buy |
20,599
+300
| +1% | +$43.5K | 1.54% | 15 |
|
|
2023
Q2 | $2.95M | Sell |
20,299
-155
| -0.8% | -$22.5K | 1.49% | 17 |
|
|
2023
Q1 | $2.67M | Buy |
20,454
+3,656
| +22% | +$476K | 1.37% | 17 |
|
|
2022
Q4 | $2.25M | Buy |
+16,798
| New | +$2.25M | 1.49% | 19 |
|