Innova Wealth Partners’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 | $489K | Sell |
1,686
-78
| -4% | -$22.6K | 0.29% | 51 |
|
|
2025
Q1 | $433K | Buy |
1,764
+4
| +0.2% | +$981 | 0.27% | 56 |
|
|
2024
Q4 | $422K | Buy |
+1,760
| New | +$422K | 0.27% | 52 |
|
|
2024
Q3 | – | Sell |
-1,760
| Closed | -$356K | – | 108 |
|
|
2024
Q2 | $356K | Buy |
1,760
+700
| +66% | +$142K | 0.25% | 58 |
|
|
2024
Q1 | $212K | Buy |
+1,060
| New | +$212K | 0.16% | 73 |
|