Jupiter 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 | $524K | Buy |
1,804
+375
| +26% | +$109K | 0.26% | 60 |
|
|
2025
Q1 | $379K | Buy |
1,429
+387
| +37% | +$103K | 0.23% | 56 |
|
|
2024
Q4 | $250K | Buy |
1,042
+468
| +82% | +$112K | 0.13% | 80 |
|
|
2024
Q3 | $121K | Hold |
574
| – | – | 0.06% | 88 |
|
|
2024
Q2 | $122K | Hold |
574
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $112K | Sell |
574
-6,613
| -92% | -$1.29M | 0.06% | 94 |
|
|
2023
Q4 | $1.22M | Hold |
7,187
| – | – | 0.72% | 35 |
|
|
2023
Q3 | $1.05M | Hold |
7,187
| – | – | 0.68% | 39 |
|
|
2023
Q2 | $1.05M | Buy |
+7,187
| New | +$1.05M | 0.9% | 29 |
|
|
2020
Q1 | – | Sell |
-54,339
| Closed | -$7.54M | – | 83 |
|
|
2019
Q4 | $7.54M | Sell |
54,339
-95
| -0.2% | -$13.2K | 3.65% | 10 |
|
|
2019
Q3 | $6.41M | Sell |
54,434
-2,281
| -4% | -$268K | 3.42% | 10 |
|
|
2019
Q2 | $6.47M | Sell |
56,715
-51
| -0.1% | -$5.81K | 3.2% | 12 |
|
|
2019
Q1 | $6.44M | Buy |
+56,766
| New | +$6.44M | 3.1% | 13 |
|