Horizon 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 | $1.52M | Sell |
5,242
-182
| -3% | -$52.8K | 0.27% | 30 |
|
|
2025
Q1 | $1.33M | Buy |
5,424
+83
| +2% | +$20.4K | 0.22% | 28 |
|
|
2024
Q4 | $1.28M | Sell |
5,341
-127
| -2% | -$30.4K | 0.22% | 29 |
|
|
2024
Q3 | $1.15M | Buy |
5,468
+628
| +13% | +$132K | 0.23% | 33 |
|
|
2024
Q2 | $979K | Sell |
4,840
-188
| -4% | -$38K | 0.23% | 27 |
|
|
2024
Q1 | $1.01M | Buy |
5,028
+173
| +4% | +$34.6K | 0.26% | 29 |
|
|
2023
Q4 | $826K | Buy |
4,855
+64
| +1% | +$10.9K | 0.23% | 30 |
|
|
2023
Q3 | $695K | Buy |
4,791
+31
| +0.7% | +$4.5K | 0.28% | 28 |
|
|
2023
Q2 | $692K | Buy |
4,760
+14
| +0.3% | +$2.04K | 0.27% | 28 |
|
|
2023
Q1 | $618K | Buy |
4,746
+1,160
| +32% | +$151K | 0.46% | 29 |
|
|
2022
Q4 | $481K | Sell |
3,586
-33
| -0.9% | -$4.43K | 0.39% | 31 |
|
|
2022
Q3 | $378K | Sell |
3,619
-546
| -13% | -$57K | 0.28% | 34 |
|
|
2022
Q2 | $469K | Buy |
4,165
+67
| +2% | +$7.55K | 0.19% | 54 |
|
|
2022
Q1 | $559K | Sell |
4,098
-1,146
| -22% | -$156K | 0.17% | 50 |
|
|
2021
Q4 | $830K | Buy |
+5,244
| New | +$830K | 0.24% | 44 |
|