Instrumental 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 | $403K | Buy |
1,406
+63
| +5% | +$18.1K | 0.32% | 34 |
|
|
2025
Q1 | $327K | Sell |
1,343
-33
| -2% | -$8.04K | 0.3% | 39 |
|
|
2024
Q4 | $364K | Buy |
1,376
+241
| +21% | +$63.7K | 0.34% | 27 |
|
|
2024
Q3 | $251K | Buy |
1,135
+34
| +3% | +$7.53K | 0.25% | 38 |
|
|
2024
Q2 | $230K | Buy |
1,101
+47
| +4% | +$9.81K | 0.24% | 36 |
|
|
2024
Q1 | $210K | Buy |
+1,054
| New | +$210K | 0.09% | 41 |
|