Keyes Stange & Wooten 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 | $1.92M | Sell |
6,625
-418
| -6% | -$121K | 1% | 14 |
|
|
2025
Q1 | $1.73M | Sell |
7,043
-446
| -6% | -$109K | 0.98% | 13 |
|
|
2024
Q4 | $1.8M | Sell |
7,489
-174
| -2% | -$41.7K | 1.06% | 14 |
|
|
2024
Q3 | $1.62M | Sell |
7,663
-68
| -0.9% | -$14.3K | 0.96% | 14 |
|
|
2024
Q2 | $1.56M | Sell |
7,731
-264
| -3% | -$53.4K | 1.09% | 15 |
|
|
2024
Q1 | $1.6M | Sell |
7,995
-200
| -2% | -$40.1K | 1.41% | 13 |
|
|
2023
Q4 | $1.39M | Buy |
+8,195
| New | +$1.39M | 1.48% | 11 |
|