FWL Investment 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 | $4.32M | Sell |
14,896
-286
| -2% | -$82.9K | 1.32% | 24 |
|
|
2025
Q1 | $3.72M | Buy |
15,182
+38
| +0.3% | +$9.32K | 1.38% | 23 |
|
|
2024
Q4 | $3.63M | Buy |
15,144
+395
| +3% | +$94.7K | 1.32% | 25 |
|
|
2024
Q3 | $3.11M | Buy |
14,749
+13,290
| +911% | +$2.8M | 1.19% | 27 |
|
|
2024
Q2 | $295K | Buy |
1,459
+510
| +54% | +$103K | 0.15% | 46 |
|
|
2024
Q1 | $190K | Buy |
949
+130
| +16% | +$26K | 0.1% | 57 |
|
|
2023
Q4 | $139K | Sell |
819
-86
| -10% | -$14.6K | 0.08% | 55 |
|
|
2023
Q3 | $131K | Buy |
+905
| New | +$131K | 0.09% | 50 |
|
|
2023
Q1 | – | Sell |
-1,043
| Closed | -$140K | – | 139 |
|
|
2022
Q4 | $140K | Buy |
+1,043
| New | +$140K | 0.11% | 57 |
|
|
2022
Q2 | – | Sell |
-1,548
| Closed | -$211K | – | 46 |
|
|
2022
Q1 | $211K | Sell |
1,548
-73
| -5% | -$9.95K | 0.13% | 45 |
|
|
2021
Q4 | $257K | Buy |
+1,621
| New | +$257K | 0.16% | 46 |
|