Hamilton Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.1M | Buy |
5,198
+1,899
| +58% | +$400K | 0.27% | 44 |
|
|
2024
Q2 | $667K | Hold |
3,299
| – | – | 0.18% | 48 |
|
|
2024
Q1 | $661K | Buy |
3,299
+399
| +14% | +$79.9K | 0.21% | 50 |
|
|
2023
Q4 | $493K | Buy |
2,900
+732
| +34% | +$125K | 0.16% | 57 |
|
|
2023
Q3 | $314K | Buy |
2,168
+108
| +5% | +$15.7K | 0.11% | 69 |
|
|
2023
Q2 | $300K | Buy |
2,060
+229
| +13% | +$33.3K | 0.1% | 72 |
|
|
2023
Q1 | $239K | Sell |
1,831
-438
| -19% | -$57.1K | 0.08% | 79 |
|
|
2022
Q4 | $304K | Buy |
+2,269
| New | +$304K | 0.12% | 61 |
|
|
2022
Q1 | – | Sell |
-1,677
| Closed | -$266K | – | 83 |
|
|
2021
Q4 | $266K | Buy |
+1,677
| New | +$266K | 0.12% | 56 |
|