HighMark 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 | $304 | Buy |
+1
| New | +$304 | ﹤0.01% | 574 |
|
|
2025
Q1 | – | Hold |
0
| – | -$24 | – | 572 |
|
|
2024
Q4 | – | Sell |
-25
| Closed | -$5.27K | – | 570 |
|
|
2024
Q3 | $5.27K | Buy |
+25
| New | +$5.27K | ﹤0.01% | 396 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2K | – | 603 |
|
|
2024
Q1 | – | Sell |
-61
| Closed | -$10.4K | – | 471 |
|
|
2023
Q4 | $10.4K | Buy |
61
+1
| +2% | +$170 | 0.01% | 260 |
|
|
2023
Q3 | $8.76K | Sell |
60
-49
| -45% | -$7.15K | 0.01% | 272 |
|
|
2023
Q2 | $15.8K | Buy |
109
+71
| +187% | +$10.3K | 0.01% | 205 |
|
|
2023
Q1 | $4.95K | Sell |
38
-124
| -77% | -$16.2K | ﹤0.01% | 397 |
|
|
2022
Q4 | $21.7K | Buy |
162
+2
| +1% | +$268 | 0.02% | 163 |
|
|
2022
Q3 | $17K | Buy |
160
+1
| +0.6% | +$106 | 0.01% | 179 |
|
|
2022
Q2 | $18K | Buy |
159
+1
| +0.6% | +$113 | 0.01% | 172 |
|
|
2022
Q1 | $21K | Buy |
158
+1
| +0.6% | +$133 | 0.01% | 174 |
|
|
2021
Q4 | $25K | Buy |
157
+1
| +0.6% | +$159 | 0.02% | 158 |
|
|
2021
Q3 | $25K | Buy |
156
+1
| +0.6% | +$160 | 0.02% | 163 |
|
|
2021
Q2 | $24K | Sell |
155
-36
| -19% | -$5.57K | 0.02% | 168 |
|
|
2021
Q1 | $29K | Sell |
191
-25
| -12% | -$3.8K | 0.02% | 143 |
|
|
2020
Q4 | $27K | Sell |
216
-17
| -7% | -$2.13K | 0.02% | 142 |
|
|
2020
Q3 | $22K | Sell |
233
-99
| -30% | -$9.35K | 0.02% | 157 |
|
|
2020
Q2 | $22K | Buy |
332
+320
| +2,667% | +$21.2K | 0.02% | 127 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 336 |
|