Golden State 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 | $3.67M | Sell |
12,654
-251
| -2% | -$72.8K | 0.45% | 41 |
|
|
2025
Q1 | $3.17M | Buy |
12,905
+34
| +0.3% | +$8.34K | 0.47% | 41 |
|
|
2024
Q4 | $3.09M | Buy |
+12,871
| New | +$3.09M | 0.46% | 44 |
|
|
2022
Q1 | $1.67M | Sell |
12,247
-3,357
| -22% | -$457K | 0.33% | 60 |
|
|
2021
Q4 | $2.47M | Buy |
15,604
+1,840
| +13% | +$291K | 0.43% | 45 |
|
|
2021
Q3 | $2.25M | Sell |
13,764
-118
| -0.9% | -$19.3K | 0.49% | 35 |
|
|
2021
Q2 | $2.16M | Buy |
13,882
+2,306
| +20% | +$359K | 0.48% | 39 |
|
|
2021
Q1 | $1.76M | Sell |
11,576
-1,814
| -14% | -$276K | 0.58% | 34 |
|
|
2020
Q4 | $1.7M | Buy |
13,390
+611
| +5% | +$77.7K | 0.49% | 40 |
|
|
2020
Q3 | $1.23M | Sell |
12,779
-1,438
| -10% | -$138K | 0.41% | 41 |
|
|
2020
Q2 | $1.34M | Buy |
14,217
+2,779
| +24% | +$261K | 0.43% | 38 |
|
|
2020
Q1 | $1.03M | Buy |
11,438
+8,503
| +290% | +$766K | 0.45% | 37 |
|
|
2019
Q4 | $409K | Sell |
2,935
-12,298
| -81% | -$1.71M | 0.08% | 33 |
|
|
2019
Q3 | $1.79M | Buy |
15,233
+584
| +4% | +$68.7K | 0.59% | 33 |
|
|
2019
Q2 | $1.64M | Sell |
14,649
-2,317
| -14% | -$259K | 0.52% | 40 |
|
|
2019
Q1 | $1.72M | Buy |
+16,966
| New | +$1.72M | 0.57% | 38 |
|