Johnson & White 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 | $2.4M | Sell |
8,291
-71
| -0.8% | -$20.6K | 1.21% | 23 |
|
|
2025
Q1 | $2.05M | Sell |
8,362
-81
| -1% | -$19.9K | 1.15% | 23 |
|
|
2024
Q4 | $2.03M | Buy |
8,443
+1
| +0% | +$240 | 1.23% | 21 |
|
|
2024
Q3 | $1.78M | Buy |
8,442
+189
| +2% | +$39.9K | 1.53% | 17 |
|
|
2024
Q2 | $1.67M | Buy |
8,253
+663
| +9% | +$134K | 1.59% | 17 |
|
|
2024
Q1 | $1.52M | Buy |
7,590
+258
| +4% | +$51.7K | 1.11% | 28 |
|
|
2023
Q4 | $1.25M | Sell |
7,332
-1,486
| -17% | -$253K | 1.03% | 27 |
|
|
2023
Q3 | $1.28M | Sell |
8,818
-38
| -0.4% | -$5.51K | 1.16% | 24 |
|
|
2023
Q2 | $1.29M | Sell |
8,856
-12
| -0.1% | -$1.75K | 1.77% | 15 |
|
|
2023
Q1 | $1.16M | Buy |
+8,868
| New | +$1.16M | 1.03% | 26 |
|
|
2022
Q4 | – | Sell |
-8,510
| Closed | -$889K | – | 100 |
|
|
2022
Q3 | $889K | Buy |
+8,510
| New | +$889K | 1% | 25 |
|