Golden Road Advisors’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 | $389K | Buy |
1,341
+66
| +5% | +$19.1K | 0.26% | 30 |
|
|
2025
Q1 | $313K | Sell |
1,275
-17
| -1% | -$4.17K | 0.24% | 30 |
|
|
2024
Q4 | $310K | Sell |
1,292
-6
| -0.5% | -$1.44K | 0.23% | 31 |
|
|
2024
Q3 | $274K | Sell |
1,298
-4
| -0.3% | -$843 | 0.21% | 34 |
|
|
2024
Q2 | $270K | Sell |
1,302
-2
| -0.2% | -$415 | 0.22% | 33 |
|
|
2024
Q1 | $261K | Sell |
1,304
-55
| -4% | -$11K | 0.22% | 33 |
|
|
2023
Q4 | $231K | Buy |
+1,359
| New | +$231K | 0.22% | 32 |
|