Imprint Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.79M | Buy |
34,120
+21,596
| +172% | +$4.3M | 1.65% | 10 |
|
|
2023
Q4 | $2.14M | Sell |
12,524
-1,610
| -11% | -$275K | 1.72% | 11 |
|
|
2023
Q3 | $2.05M | Sell |
14,134
-2,846
| -17% | -$413K | 1.73% | 10 |
|
|
2023
Q2 | $2.52M | Buy |
16,980
+1,031
| +6% | +$153K | 1.59% | 11 |
|
|
2023
Q1 | $2.13M | Buy |
+15,949
| New | +$2.13M | 1.4% | 16 |
|