Graham Capital 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 | $624K | Buy |
2,152
+439
| +26% | +$127K | 0.69% | 37 |
|
|
2025
Q1 | $420K | Buy |
1,713
+38
| +2% | +$9.32K | 0.45% | 44 |
|
|
2024
Q4 | $402K | Buy |
1,675
+3
| +0.2% | +$719 | 0.35% | 49 |
|
|
2024
Q3 | $353K | Buy |
1,672
+22
| +1% | +$4.64K | 0.36% | 41 |
|
|
2024
Q2 | $334K | Hold |
1,650
| – | – | 0.45% | 31 |
|
|
2024
Q1 | $330K | Hold |
1,650
| – | – | 0.56% | 29 |
|
|
2023
Q4 | $281K | Buy |
1,650
+45
| +3% | +$7.66K | 0.74% | 24 |
|
|
2023
Q3 | $233K | Hold |
1,605
| – | – | 0.55% | 35 |
|
|
2023
Q2 | $233K | Hold |
1,605
| – | – | 0.55% | 35 |
|
|
2023
Q1 | $2.09M | Sell |
1,605
-91
| -5% | -$119K | 0.3% | 45 |
|
|
2022
Q4 | $227K | Buy |
+1,696
| New | +$227K | 0.41% | 41 |
|
|
2022
Q1 | – | Sell |
-1,378
| Closed | -$219K | – | 119 |
|
|
2021
Q4 | $219K | Buy |
+1,378
| New | +$219K | 0.18% | 94 |
|