Jackson Thornton Wealth Management’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 | $693K | Sell |
2,452
-731
| -23% | -$207K | 0.08% | 45 |
|
|
2025
Q1 | $738K | Buy |
3,183
+589
| +23% | +$137K | 0.1% | 42 |
|
|
2024
Q4 | $622K | Buy |
2,594
+712
| +38% | +$171K | 0.08% | 45 |
|
|
2024
Q3 | $397K | Hold |
1,882
| – | – | 0.05% | 46 |
|
|
2024
Q2 | $381K | Hold |
1,882
| – | – | 0.06% | 47 |
|
|
2024
Q1 | $377K | Sell |
1,882
-2
| -0.1% | -$401 | 0.06% | 38 |
|
|
2023
Q4 | $320K | Buy |
1,884
+145
| +8% | +$24.7K | 0.06% | 39 |
|
|
2023
Q3 | $252K | Buy |
1,739
+127
| +8% | +$18.4K | 0.05% | 38 |
|
|
2023
Q2 | $234K | Buy |
+1,612
| New | +$234K | 0.05% | 38 |
|
|
2023
Q1 | – | Sell |
-1,619
| Closed | -$217K | – | 36 |
|
|
2022
Q4 | $217K | Buy |
+1,619
| New | +$217K | 0.05% | 34 |
|
|
2022
Q3 | – | Sell |
-2,005
| Closed | -$226K | – | 32 |
|
|
2022
Q2 | $226K | Buy |
+2,005
| New | +$226K | 0.06% | 23 |
|