Glass Wealth 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 | $972K | Sell |
3,353
-174
| -5% | -$50.4K | 0.52% | 43 |
|
|
2025
Q1 | $865K | Hold |
3,527
| – | – | 0.52% | 45 |
|
|
2024
Q4 | $845K | Buy |
3,527
+120
| +4% | +$28.8K | 0.46% | 44 |
|
|
2024
Q3 | $718K | Buy |
3,407
+28
| +0.8% | +$5.9K | 0.4% | 45 |
|
|
2024
Q2 | $683K | Hold |
3,379
| – | – | 0.4% | 46 |
|
|
2024
Q1 | $677K | Buy |
+3,379
| New | +$677K | 0.41% | 47 |
|