FWG Investments’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 | $267K | Buy |
+921
| New | +$267K | 0.2% | 86 |
|
|
2025
Q1 | – | Sell |
-1,351
| Closed | -$324K | – | 88 |
|
|
2024
Q4 | $324K | Sell |
1,351
-59
| -4% | -$14.1K | 0.25% | 91 |
|
|
2024
Q3 | $297K | Buy |
1,410
+253
| +22% | +$53.4K | 0.26% | 91 |
|
|
2024
Q2 | $234K | Sell |
1,157
-5
| -0.4% | -$1.01K | 0.24% | 99 |
|
|
2024
Q1 | $233K | Buy |
+1,162
| New | +$233K | 0.25% | 95 |
|