Impact Partnership Wealth’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 | $1.63M | Buy |
+5,636
| New | +$1.63M | 0.3% | 33 |
|
|
2025
Q1 | – | Sell |
-4,000
| Closed | -$959K | – | 305 |
|
|
2024
Q4 | $959K | Buy |
4,000
+322
| +9% | +$77.2K | 0.19% | 60 |
|
|
2024
Q3 | $776K | Sell |
3,678
-115
| -3% | -$24.3K | 0.18% | 69 |
|
|
2024
Q2 | $767K | Buy |
3,793
+3,413
| +898% | +$690K | 0.2% | 62 |
|
|
2024
Q1 | $76.1K | Sell |
380
-122
| -24% | -$24.4K | 0.03% | 279 |
|
|
2023
Q4 | $85.3K | Sell |
502
-866
| -63% | -$147K | 0.03% | 269 |
|
|
2023
Q3 | $198K | Buy |
1,368
+607
| +80% | +$88K | 0.06% | 177 |
|
|
2023
Q2 | $111K | Buy |
+761
| New | +$111K | 0.04% | 174 |
|