Jeppson 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 | $3.67M | Sell |
12,656
-715
| -5% | -$207K | 1.27% | 15 |
|
|
2025
Q1 | $3.28M | Sell |
13,371
-898
| -6% | -$220K | 1.2% | 16 |
|
|
2024
Q4 | $3.42M | Sell |
14,269
-19
| -0.1% | -$4.55K | 1.24% | 15 |
|
|
2024
Q3 | $3.01M | Sell |
14,288
-40
| -0.3% | -$8.44K | 1.08% | 17 |
|
|
2024
Q2 | $2.9M | Sell |
14,328
-9
| -0.1% | -$1.82K | 1.11% | 18 |
|
|
2024
Q1 | $2.87M | Sell |
14,337
-310
| -2% | -$62.1K | 1.11% | 19 |
|
|
2023
Q4 | $2.49M | Sell |
14,647
-4
| -0% | -$680 | 1.03% | 20 |
|
|
2023
Q3 | $2.12M | Sell |
14,651
-700
| -5% | -$102K | 0.97% | 22 |
|
|
2023
Q2 | $2.23M | Sell |
15,351
-296
| -2% | -$43.1K | 0.97% | 21 |
|
|
2023
Q1 | $2.04M | Sell |
15,647
-256
| -2% | -$33.4K | 0.89% | 24 |
|
|
2022
Q4 | $2.13M | Sell |
15,903
-684
| -4% | -$91.7K | 0.9% | 24 |
|
|
2022
Q3 | $1.73M | Sell |
16,587
-706
| -4% | -$73.8K | 0.79% | 27 |
|
|
2022
Q2 | $1.95M | Buy |
17,293
+1,874
| +12% | +$211K | 0.84% | 23 |
|
|
2022
Q1 | $2.1M | Buy |
15,419
+1,651
| +12% | +$225K | 0.98% | 20 |
|
|
2021
Q4 | $2.18M | Buy |
13,768
+85
| +0.6% | +$13.5K | 1.05% | 19 |
|
|
2021
Q3 | $2.24M | Buy |
13,683
+210
| +2% | +$34.4K | 1.17% | 16 |
|
|
2021
Q2 | $2.1M | Sell |
13,473
-125
| -0.9% | -$19.4K | 1.14% | 17 |
|
|
2021
Q1 | $2.07M | Sell |
13,598
-1,715
| -11% | -$261K | 1.23% | 16 |
|
|
2020
Q4 | $1.95M | Buy |
15,313
+1,300
| +9% | +$165K | 1.29% | 14 |
|
|
2020
Q3 | $1.35M | Buy |
+14,013
| New | +$1.35M | 1.06% | 20 |
|