GenWealth Group’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	4,005 +474	+13%	+$137K	0.23%	40
2025 Q1	$866K	Sell	3,531 -249	-7%	-$61.1K	0.19%	41
2024 Q4	$906K	Sell	3,780 -64	-2%	-$15.3K	0.21%	42
2024 Q3	$811K	Sell	3,844 -68	-2%	-$14.3K	0.19%	43
2024 Q2	$791K	Sell	3,912 -10	-0.3%	-$2.02K	0.19%	43
2024 Q1	$786K	Buy	3,922 +24	+0.6%	+$4.81K	0.2%	43
2023 Q4	$663K	Sell	3,898 -831	-18%	-$141K	0.18%	47
2023 Q3	$686K	Hold	4,729	–	–	0.21%	44
2023 Q2	$688K	Hold	4,729	–	–	0.2%	44
2023 Q1	$616K	Hold	4,729	–	–	0.19%	46
2022 Q4	$634K	Hold	4,729	–	–	0.21%	42
2022 Q3	$494K	Hold	4,729	–	–	0.17%	38
2022 Q2	$533K	Hold	4,729	–	–	0.17%	35
2022 Q1	$645K	Buy	4,729 +147	+3%	+$20.1K	0.18%	38
2021 Q4	$725K	Hold	4,582	–	–	0.2%	39
2021 Q3	$750K	Hold	4,582	–	–	0.22%	33
2021 Q2	$712K	Sell	4,582 -486	-10%	-$75.5K	0.21%	33
2021 Q1	$771K	Hold	5,068	–	–	0.24%	33
2020 Q4	$644K	Hold	5,068	–	–	0.21%	37
2020 Q3	$505K	Hold	5,068	–	–	0.18%	41
2020 Q2	$473K	Sell	5,068 -15	-0.3%	-$1.4K	0.18%	43
2020 Q1	$457K	Hold	5,083	–	–	0.2%	32
2019 Q4	$708K	Hold	5,083	–	–	0.27%	38
2019 Q3	$598K	Hold	5,083	–	–	0.25%	40
2019 Q2	$578K	Buy	5,083 +15	+0.3%	+$1.71K	0.25%	40
2019 Q1	$530K	Buy	5,068 +250	+5%	+$26.1K	0.24%	38
2018 Q4	$470K	Hold	4,818	–	–	0.23%	34
2018 Q3	$549K	Buy	4,818 +60	+1%	+$6.84K	0.25%	34
2018 Q2	$492K	Hold	4,758	–	–	0.24%	35
2018 Q1	$523K	Hold	4,758	–	–	0.27%	31
2017 Q4	$543K	Buy	4,758 +579	+14%	+$66.1K	0.27%	33
2017 Q3	$399K	Hold	4,179	–	–	0.24%	39
2017 Q2	$381K	Buy	+4,179	New	+$381K	0.26%	36