Hubbell Strickland 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 | $343K | Buy |
1,184
+4
| +0.3% | +$1.16K | 0.15% | 58 |
|
|
2025
Q1 | $289K | Sell |
1,180
-61
| -5% | -$15K | 0.14% | 60 |
|
|
2024
Q4 | $298K | Buy |
1,241
+3
| +0.2% | +$719 | 0.14% | 58 |
|
|
2024
Q3 | $261K | Buy |
1,238
+3
| +0.2% | +$633 | 0.12% | 61 |
|
|
2024
Q2 | $250K | Sell |
1,235
-2
| -0.2% | -$405 | 0.13% | 62 |
|
|
2024
Q1 | $248K | Sell |
1,237
-9
| -0.7% | -$1.8K | 0.13% | 63 |
|
|
2023
Q4 | $212K | Buy |
+1,246
| New | +$212K | 0.12% | 70 |
|
|
2021
Q2 | – | Sell |
-1,327
| Closed | -$202K | – | 69 |
|
|
2021
Q1 | $202K | Buy |
+1,327
| New | +$202K | 0.13% | 62 |
|