Levy Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $673K | Buy |
3,326
+193
| +6% | +$39K | 0.17% | 49 |
|
|
2024
Q1 | $533K | Hold |
3,133
| – | – | 0.15% | 55 |
|
|
2023
Q4 | $533K | Buy |
3,133
+21
| +0.7% | +$3.57K | 0.15% | 55 |
|
|
2023
Q3 | $451K | Buy |
3,112
+17
| +0.5% | +$2.47K | 0.14% | 62 |
|
|
2023
Q2 | $450K | Buy |
3,095
+20
| +0.7% | +$2.91K | 0.13% | 62 |
|
|
2023
Q1 | $401K | Buy |
3,075
+19
| +0.6% | +$2.48K | 0.12% | 63 |
|
|
2022
Q4 | $410K | Sell |
3,056
-47
| -2% | -$6.3K | 0.14% | 57 |
|
|
2022
Q3 | $324K | Buy |
3,103
+217
| +8% | +$22.7K | 0.14% | 54 |
|
|
2022
Q2 | $325K | Buy |
2,886
+11
| +0.4% | +$1.24K | 0.15% | 51 |
|
|
2022
Q1 | $392K | Buy |
2,875
+14
| +0.5% | +$1.91K | 0.16% | 43 |
|
|
2021
Q4 | $453K | Buy |
2,861
+14
| +0.5% | +$2.22K | 0.21% | 43 |
|
|
2021
Q3 | $466K | Buy |
2,847
+15
| +0.5% | +$2.46K | 0.26% | 37 |
|
|
2021
Q2 | $441K | Buy |
+2,832
| New | +$441K | 0.25% | 38 |
|