Independent Wealth Network’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 | $471K | Buy |
1,626
+61
| +4% | +$17.7K | 0.17% | 143 |
|
|
2025
Q1 | $384K | Sell |
1,565
-168
| -10% | -$41.2K | 0.15% | 155 |
|
|
2024
Q4 | $416K | Buy |
1,733
+80
| +5% | +$19.2K | 0.17% | 144 |
|
|
2024
Q3 | $349K | Buy |
1,653
+44
| +3% | +$9.28K | 0.15% | 151 |
|
|
2024
Q2 | $325K | Buy |
1,609
+64
| +4% | +$12.9K | 0.15% | 155 |
|
|
2024
Q1 | $309K | Buy |
1,545
+128
| +9% | +$25.6K | 0.15% | 166 |
|
|
2023
Q4 | $241K | Sell |
1,417
-22
| -2% | -$3.74K | 0.13% | 172 |
|
|
2023
Q3 | $209K | Sell |
1,439
-927
| -39% | -$134K | 0.13% | 185 |
|
|
2023
Q2 | $344K | Buy |
2,366
+36
| +2% | +$5.24K | 0.21% | 128 |
|
|
2023
Q1 | $304K | Buy |
2,330
+128
| +6% | +$16.7K | 0.19% | 134 |
|
|
2022
Q4 | $295K | Sell |
2,202
-2,982
| -58% | -$400K | 0.2% | 128 |
|
|
2022
Q3 | $542K | Sell |
5,184
-24
| -0.5% | -$2.51K | 0.42% | 58 |
|
|
2022
Q2 | $586K | Buy |
5,208
+50
| +1% | +$5.63K | 0.42% | 61 |
|
|
2022
Q1 | $703K | Buy |
5,158
+75
| +1% | +$10.2K | 0.45% | 59 |
|
|
2021
Q4 | $805K | Buy |
5,083
+337
| +7% | +$53.4K | 0.5% | 48 |
|
|
2021
Q3 | $809K | Buy |
+4,746
| New | +$809K | 0.53% | 48 |
|