Greenspring 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
Q1 | $329K | Sell |
1,342
-117
| -8% | -$28.7K | 0.08% | 69 |
|
|
2024
Q4 | $350K | Hold |
1,459
| – | – | 0.08% | 64 |
|
|
2024
Q3 | $308K | Buy |
1,459
+394
| +37% | +$83.1K | 0.07% | 67 |
|
|
2024
Q2 | $215K | Hold |
1,065
| – | – | 0.05% | 74 |
|
|
2024
Q1 | $213K | Buy |
+1,065
| New | +$213K | 0.05% | 75 |
|
|
2023
Q2 | – | Sell |
-3,026
| Closed | -$394K | – | 103 |
|
|
2023
Q1 | $394K | Buy |
+3,026
| New | +$394K | 0.09% | 85 |
|