JFG 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 | $250K | Hold |
861
| – | – | 0.05% | 59 |
|
|
2025
Q1 | $211K | Sell |
861
-661
| -43% | -$162K | 0.05% | 80 |
|
|
2024
Q4 | $365K | Buy |
1,522
+1
| +0.1% | +$240 | 0.08% | 70 |
|
|
2024
Q3 | $321K | Buy |
+1,521
| New | +$321K | 0.09% | 58 |
|
|
2022
Q1 | – | Sell |
-2,730
| Closed | -$432K | – | 50 |
|
|
2021
Q4 | $432K | Sell |
2,730
-160
| -6% | -$25.3K | 0.16% | 23 |
|
|
2021
Q3 | $473K | Hold |
2,890
| – | – | 0.23% | 18 |
|
|
2021
Q2 | $450K | Buy |
+2,890
| New | +$450K | 0.2% | 16 |
|