Horizons 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 | $53.6K | Sell |
185
-15
| -8% | -$4.35K | 0.04% | 96 |
|
|
2025
Q1 | $49.1K | Sell |
200
-25
| -11% | -$6.13K | 0.04% | 96 |
|
|
2024
Q4 | $53.9K | Sell |
225
-53
| -19% | -$12.7K | 0.04% | 90 |
|
|
2024
Q3 | $58.6K | Hold |
278
| – | – | 0.05% | 91 |
|
|
2024
Q2 | $58.3K | Hold |
278
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $47.3K | Hold |
278
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $47.3K | Hold |
278
| – | – | 0.03% | 96 |
|
|
2023
Q3 | $40.3K | Sell |
278
-70
| -20% | -$10.2K | 0.03% | 98 |
|
|
2023
Q2 | $50.6K | Buy |
348
+30
| +9% | +$4.36K | 0.04% | 92 |
|
|
2023
Q1 | $41.4K | Hold |
318
| – | – | 0.03% | 91 |
|
|
2022
Q4 | $43K | Hold |
318
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $33K | Hold |
318
| – | – | 0.03% | 96 |
|
|
2022
Q2 | $39K | Buy |
+318
| New | +$39K | 0.03% | 95 |
|