ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $150K | Sell |
741
-5,527
| -88% | -$1.12M | 0.09% | 135 |
|
|
2024
Q1 | $1.26M | Buy |
6,268
+118
| +2% | +$23.6K | 0.25% | 81 |
|
|
2023
Q4 | $1.05M | Buy |
6,150
+260
| +4% | +$44.2K | 0.23% | 84 |
|
|
2023
Q3 | $854K | Sell |
5,890
-159
| -3% | -$23K | 0.24% | 89 |
|
|
2023
Q2 | $880K | Sell |
6,049
-18,052
| -75% | -$2.63M | 0.22% | 90 |
|
|
2023
Q1 | $3.14M | Buy |
24,101
+322
| +1% | +$42K | 0.75% | 27 |
|
|
2022
Q4 | $3.19M | Sell |
23,779
-2,746
| -10% | -$368K | 0.75% | 25 |
|
|
2022
Q3 | $2.77M | Sell |
26,525
-36
| -0.1% | -$3.76K | 0.59% | 36 |
|
|
2022
Q2 | $3.15M | Buy |
26,561
+237
| +0.9% | +$28.1K | 0.59% | 40 |
|
|
2022
Q1 | $3.42M | Buy |
+26,324
| New | +$3.42M | 0.65% | 37 |
|