Gen-Wealth Partners’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 | $2.14M | Sell |
7,370
-261
| -3% | -$75.7K | 0.82% | 24 |
|
|
2025
Q1 | $1.87M | Buy |
7,631
+118
| +2% | +$28.9K | 0.78% | 31 |
|
|
2024
Q4 | $1.8M | Sell |
7,513
-840
| -10% | -$201K | 0.77% | 23 |
|
|
2024
Q3 | $1.87M | Sell |
8,353
-399
| -5% | -$89.5K | 0.82% | 19 |
|
|
2024
Q2 | $1.77M | Buy |
8,752
+71
| +0.8% | +$14.4K | 0.86% | 24 |
|
|
2024
Q1 | $1.74M | Buy |
+8,681
| New | +$1.74M | 0.86% | 25 |
|