Invictus 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 | $16.8M | Sell |
57,918
-1,041
| -2% | -$302K | 1.15% | 19 |
|
|
2025
Q1 | $14.5M | Sell |
58,959
-1,013
| -2% | -$248K | 1.15% | 19 |
|
|
2024
Q4 | $14.4M | Sell |
59,972
-688
| -1% | -$165K | 1.09% | 19 |
|
|
2024
Q3 | $12.8M | Sell |
60,660
-998
| -2% | -$210K | 1.01% | 20 |
|
|
2024
Q2 | $12.5M | Sell |
61,658
-1,316
| -2% | -$266K | 1.05% | 20 |
|
|
2024
Q1 | $12.6M | Sell |
62,974
-880
| -1% | -$176K | 1.12% | 21 |
|
|
2023
Q4 | $10.9M | Sell |
63,854
-750
| -1% | -$128K | 1.06% | 18 |
|
|
2023
Q3 | $9.37M | Sell |
64,604
-637
| -1% | -$92.4K | 1.02% | 21 |
|
|
2023
Q2 | $9.49M | Sell |
65,241
-899
| -1% | -$131K | 1.02% | 21 |
|
|
2023
Q1 | $8.62M | Sell |
66,140
-1,118
| -2% | -$146K | 1.01% | 21 |
|
|
2022
Q4 | $9.02M | Buy |
+67,258
| New | +$9.02M | 1.16% | 20 |
|