Invenio 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 | $1.07M | Buy |
3,687
+105
| +3% | +$30.4K | 0.43% | 34 |
|
|
2025
Q1 | $879K | Buy |
3,582
+163
| +5% | +$40K | 0.37% | 37 |
|
|
2024
Q4 | $820K | Hold |
3,419
| – | – | 0.34% | 42 |
|
|
2024
Q3 | $721K | Hold |
3,419
| – | – | 0.31% | 41 |
|
|
2024
Q2 | $692K | Sell |
3,419
-182
| -5% | -$36.8K | 0.34% | 38 |
|
|
2024
Q1 | $721K | Sell |
3,601
-289
| -7% | -$57.9K | 0.39% | 40 |
|
|
2023
Q4 | $662K | Buy |
3,890
+1
| +0% | +$170 | 0.48% | 39 |
|
|
2023
Q3 | $564K | Buy |
3,889
+262
| +7% | +$38K | 0.51% | 41 |
|
|
2023
Q2 | $528K | Buy |
+3,627
| New | +$528K | 0.6% | 33 |
|