Horizon Family Wealth’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 | $567K | Buy |
1,955
+11
| +0.6% | +$3.19K | 0.35% | 44 |
|
|
2025
Q1 | $477K | Sell |
1,944
-33
| -2% | -$8.1K | 0.32% | 44 |
|
|
2024
Q4 | $474K | Sell |
1,977
-18
| -0.9% | -$4.32K | 0.31% | 45 |
|
|
2024
Q3 | $421K | Buy |
1,995
+10
| +0.5% | +$2.11K | 0.3% | 45 |
|
|
2024
Q2 | $401K | Buy |
1,985
+12
| +0.6% | +$2.43K | 0.31% | 44 |
|
|
2024
Q1 | $395K | Buy |
1,973
+4
| +0.2% | +$801 | 0.3% | 45 |
|
|
2023
Q4 | $335K | Buy |
1,969
+14
| +0.7% | +$2.38K | 0.28% | 47 |
|
|
2023
Q3 | $284K | Buy |
1,955
+12
| +0.6% | +$1.74K | 0.27% | 47 |
|
|
2023
Q2 | $283K | Sell |
1,943
-126
| -6% | -$18.3K | 0.27% | 48 |
|
|
2023
Q1 | $270K | Sell |
2,069
-1,545
| -43% | -$201K | 0.29% | 45 |
|
|
2022
Q4 | $485K | Sell |
3,614
-467
| -11% | -$62.6K | 0.56% | 30 |
|
|
2022
Q3 | $427K | Sell |
4,081
-15
| -0.4% | -$1.57K | 0.52% | 35 |
|
|
2022
Q2 | $461K | Sell |
4,096
-115
| -3% | -$12.9K | 0.54% | 34 |
|
|
2022
Q1 | $574K | Buy |
4,211
+1,924
| +84% | +$262K | 0.57% | 35 |
|
|
2021
Q4 | $362K | Buy |
+2,287
| New | +$362K | 0.37% | 36 |
|