Kaydan 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 | $1.19M | Buy |
4,104
+23
| +0.6% | +$6.67K | 0.39% | 35 |
|
|
2025
Q1 | $1M | Hold |
4,081
| – | – | 0.32% | 37 |
|
|
2024
Q4 | $978K | Hold |
4,081
| – | – | 0.33% | 36 |
|
|
2024
Q3 | $861K | Hold |
4,081
| – | – | 0.25% | 40 |
|
|
2024
Q2 | $825K | Buy |
4,081
+88
| +2% | +$17.8K | 0.29% | 42 |
|
|
2024
Q1 | $800K | Buy |
3,993
+8
| +0.2% | +$1.6K | 0.27% | 41 |
|
|
2023
Q4 | $678K | Sell |
3,985
-21
| -0.5% | -$3.57K | 0.28% | 43 |
|
|
2023
Q3 | $581K | Hold |
4,006
| – | – | 0.23% | 43 |
|
|
2023
Q2 | $583K | Hold |
4,006
| – | – | 0.24% | 46 |
|
|
2023
Q1 | $522K | Buy |
4,006
+61
| +2% | +$7.95K | 0.21% | 48 |
|
|
2022
Q4 | $529K | Buy |
3,945
+29
| +0.7% | +$3.89K | 0.21% | 48 |
|
|
2022
Q3 | $409K | Sell |
3,916
-1,453
| -27% | -$152K | 0.23% | 55 |
|
|
2022
Q2 | $605K | Buy |
5,369
+10
| +0.2% | +$1.13K | 0.34% | 42 |
|
|
2022
Q1 | $731K | Buy |
5,359
+122
| +2% | +$16.6K | 0.32% | 45 |
|
|
2021
Q4 | $829K | Buy |
+5,237
| New | +$829K | 0.31% | 41 |
|