Intergy Private 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 | $707K | Buy |
2,439
+97
| +4% | +$28.1K | 0.24% | 58 |
|
|
2025
Q1 | $574K | Sell |
2,342
-926
| -28% | -$227K | 0.22% | 60 |
|
|
2024
Q4 | $783K | Buy |
3,268
+120
| +4% | +$28.8K | 0.29% | 55 |
|
|
2024
Q3 | $664K | Buy |
3,148
+264
| +9% | +$55.7K | 0.25% | 55 |
|
|
2024
Q2 | $583K | Buy |
2,884
+137
| +5% | +$27.7K | 0.24% | 56 |
|
|
2024
Q1 | $550K | Sell |
2,747
-32
| -1% | -$6.41K | 0.23% | 57 |
|
|
2023
Q4 | $473K | Sell |
2,779
-191
| -6% | -$32.5K | 0.2% | 56 |
|
|
2023
Q3 | $431K | Buy |
2,970
+121
| +4% | +$17.5K | 0.22% | 54 |
|
|
2023
Q2 | $414K | Buy |
2,849
+43
| +2% | +$6.25K | 0.2% | 55 |
|
|
2023
Q1 | $366K | Buy |
2,806
+109
| +4% | +$14.2K | 0.2% | 53 |
|
|
2022
Q4 | $362K | Buy |
+2,697
| New | +$362K | 0.23% | 50 |
|