FWG Holdings’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 | $3.54M | Buy |
12,037
+167
| +1% | +$49.1K | 1.67% | 13 |
|
|
2025
Q1 | $2.9M | Sell |
11,870
-20
| -0.2% | -$4.89K | 1.43% | 15 |
|
|
2024
Q4 | $3.17M | Buy |
11,890
+635
| +6% | +$169K | 1.52% | 17 |
|
|
2024
Q3 | $2.54M | Buy |
11,255
+105
| +0.9% | +$23.7K | 1.26% | 16 |
|
|
2024
Q2 | $2.35M | Buy |
11,150
+494
| +5% | +$104K | 1.18% | 18 |
|
|
2024
Q1 | $2.1M | Buy |
10,656
+627
| +6% | +$124K | 1.13% | 17 |
|
|
2023
Q4 | $1.73M | Buy |
10,029
+609
| +6% | +$105K | 1.03% | 19 |
|
|
2023
Q3 | $1.34M | Buy |
9,420
+182
| +2% | +$26K | 0.9% | 22 |
|
|
2023
Q2 | $1.45M | Buy |
9,238
+219
| +2% | +$34.3K | 0.92% | 22 |
|
|
2023
Q1 | $1.18M | Buy |
9,019
+1,008
| +13% | +$131K | 0.85% | 23 |
|
|
2022
Q4 | $1.07M | Sell |
8,011
-157
| -2% | -$21.1K | 0.75% | 26 |
|
|
2022
Q3 | $854K | Buy |
8,168
+218
| +3% | +$22.8K | 0.64% | 29 |
|
|
2022
Q2 | $895K | Sell |
7,950
-162
| -2% | -$18.2K | 0.77% | 24 |
|
|
2022
Q1 | $1.11M | Sell |
8,112
-14
| -0.2% | -$1.91K | 0.85% | 20 |
|
|
2021
Q4 | $1.27M | Buy |
8,126
+277
| +4% | +$43.4K | 0.95% | 16 |
|
|
2021
Q3 | $1.29M | Buy |
7,849
+683
| +10% | +$112K | 1.11% | 17 |
|
|
2021
Q2 | $1.12M | Buy |
+7,166
| New | +$1.12M | 1% | 18 |
|