Horst & Graben 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 | $792K | Sell |
2,732
-6
| -0.2% | -$1.74K | 0.13% | 83 |
|
|
2025
Q1 | $672K | Buy |
2,738
+130
| +5% | +$31.9K | 0.12% | 83 |
|
|
2024
Q4 | $625K | Sell |
2,608
-118
| -4% | -$28.3K | 0.11% | 83 |
|
|
2024
Q3 | $575K | Buy |
2,726
+13
| +0.5% | +$2.74K | 0.1% | 83 |
|
|
2024
Q2 | $549K | Buy |
2,713
+39
| +1% | +$7.89K | 0.1% | 81 |
|
|
2024
Q1 | $536K | Buy |
2,674
+16
| +0.6% | +$3.21K | 0.11% | 81 |
|
|
2023
Q4 | $452K | Buy |
2,658
+19
| +0.7% | +$3.23K | 0.1% | 83 |
|
|
2023
Q3 | $383K | Buy |
2,639
+16
| +0.6% | +$2.32K | 0.09% | 92 |
|
|
2023
Q2 | $382K | Buy |
2,623
+17
| +0.7% | +$2.48K | 0.09% | 86 |
|
|
2023
Q1 | $340K | Buy |
2,606
+18
| +0.7% | +$2.35K | 0.08% | 90 |
|
|
2022
Q4 | $347K | Buy |
2,588
+20
| +0.8% | +$2.68K | 0.09% | 95 |
|
|
2022
Q3 | $268K | Buy |
2,568
+21
| +0.8% | +$2.19K | 0.08% | 103 |
|
|
2022
Q2 | $287K | Buy |
2,547
+21
| +0.8% | +$2.37K | 0.08% | 110 |
|
|
2022
Q1 | $344K | Buy |
2,526
+17
| +0.7% | +$2.32K | 0.08% | 101 |
|
|
2021
Q4 | $397K | Sell |
2,509
-202
| -7% | -$32K | 0.1% | 93 |
|
|
2021
Q3 | $444K | Buy |
2,711
+5
| +0.2% | +$819 | 0.12% | 84 |
|
|
2021
Q2 | $421K | Buy |
2,706
+105
| +4% | +$16.3K | 0.12% | 88 |
|
|
2021
Q1 | $396K | Buy |
2,601
+1,000
| +62% | +$152K | 0.12% | 91 |
|
|
2020
Q4 | $203K | Sell |
1,601
-744
| -32% | -$94.3K | 0.07% | 110 |
|
|
2020
Q3 | $226K | Sell |
2,345
-531
| -18% | -$51.2K | 0.09% | 103 |
|
|
2020
Q2 | $270K | Buy |
+2,876
| New | +$270K | 0.12% | 82 |
|