Kathleen S. Wright Associates’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 | $58K | Hold |
200
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $49.1K | Hold |
200
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $47.9K | Hold |
200
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $42.2K | Hold |
200
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $40.5K | Hold |
200
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $40.1K | Buy |
+200
| New | +$40.1K | 0.02% | 138 |
|