Gentry Private 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 | $702K | Buy |
2,423
+16
| +0.7% | +$4.64K | 0.54% | 29 |
|
|
2025
Q1 | $590K | Buy |
+2,407
| New | +$590K | 0.49% | 33 |
|
|
2024
Q4 | – | Sell |
-2,374
| Closed | -$501K | – | 56 |
|
|
2024
Q3 | $501K | Sell |
2,374
-65
| -3% | -$13.7K | 0.41% | 39 |
|
|
2024
Q2 | $493K | Buy |
+2,439
| New | +$493K | 0.43% | 31 |
|