Journey Strategic 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 | $10.3M | Buy |
35,572
+8,693
| +32% | +$2.52M | 0.33% | 26 |
|
|
2025
Q1 | $6.59M | Buy |
26,879
+6,089
| +29% | +$1.49M | 0.23% | 36 |
|
|
2024
Q4 | $4.98M | Buy |
20,790
+2,762
| +15% | +$662K | 0.19% | 35 |
|
|
2024
Q3 | $3.8M | Buy |
18,028
+4,279
| +31% | +$902K | 0.14% | 43 |
|
|
2024
Q2 | $2.78M | Buy |
13,749
+1,748
| +15% | +$354K | 0.12% | 38 |
|
|
2024
Q1 | $2.4M | Buy |
12,001
+2,596
| +28% | +$520K | 0.11% | 37 |
|
|
2023
Q4 | $1.6M | Buy |
9,405
+531
| +6% | +$90.3K | 0.08% | 48 |
|
|
2023
Q3 | $1.29M | Sell |
8,874
-1,165
| -12% | -$169K | 0.06% | 49 |
|
|
2023
Q2 | $1.46M | Sell |
10,039
-1,245
| -11% | -$181K | 0.07% | 44 |
|
|
2023
Q1 | $1.47M | Sell |
11,284
-833
| -7% | -$109K | 0.15% | 43 |
|
|
2022
Q4 | $1.62M | Buy |
12,117
+3,659
| +43% | +$491K | 0.19% | 36 |
|
|
2022
Q3 | $885K | Buy |
8,458
+2,270
| +37% | +$238K | 0.12% | 47 |
|
|
2022
Q2 | $697K | Sell |
6,188
-313
| -5% | -$35.3K | 0.09% | 49 |
|
|
2022
Q1 | $886K | Buy |
6,501
+803
| +14% | +$109K | 0.1% | 29 |
|
|
2021
Q4 | $902K | Buy |
+5,698
| New | +$902K | 0.09% | 44 |
|