FullCircle 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 | $2.76M | Buy |
9,383
+65
| +0.7% | +$19.1K | 1.03% | 20 |
|
|
2025
Q1 | $2.27M | Buy |
9,318
+795
| +9% | +$193K | 0.93% | 22 |
|
|
2024
Q4 | $2.36M | Sell |
8,523
-243
| -3% | -$67.1K | 0.96% | 26 |
|
|
2024
Q3 | $1.98M | Buy |
8,766
+514
| +6% | +$116K | 0.89% | 28 |
|
|
2024
Q2 | $1.72M | Buy |
+8,252
| New | +$1.72M | 0.84% | 30 |
|