MA Private Wealth’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 | $317K | Hold |
1,093
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $268K | Hold |
1,093
| – | – | 0.05% | 67 |
|
|
2024
Q4 | $262K | Sell |
1,093
-15
| -1% | -$3.6K | 0.05% | 63 |
|
|
2024
Q3 | $234K | Buy |
1,108
+15
| +1% | +$3.16K | 0.04% | 69 |
|
|
2024
Q2 | $221K | Hold |
1,093
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $219K | Buy |
+1,093
| New | +$219K | 0.04% | 67 |
|
|
2022
Q2 | – | Sell |
-1,694
| Closed | -$231K | – | 73 |
|
|
2022
Q1 | $231K | Buy |
1,694
+6
| +0.4% | +$818 | 0.04% | 81 |
|
|
2021
Q4 | $267K | Buy |
1,688
+97
| +6% | +$15.3K | 0.05% | 81 |
|
|
2021
Q3 | $260K | Buy |
1,591
+5
| +0.3% | +$817 | 0.05% | 77 |
|
|
2021
Q2 | $247K | Buy |
1,586
+6
| +0.4% | +$934 | 0.05% | 83 |
|
|
2021
Q1 | $241K | Buy |
+1,580
| New | +$241K | 0.05% | 82 |
|
|
2020
Q4 | – | Sell |
-3,347
| Closed | -$322K | – | 77 |
|
|
2020
Q3 | $322K | Buy |
3,347
+8
| +0.2% | +$770 | 0.08% | 65 |
|
|
2020
Q2 | $314K | Buy |
3,339
+8
| +0.2% | +$752 | 0.08% | 65 |
|
|
2020
Q1 | $300K | Buy |
+3,331
| New | +$300K | 0.09% | 63 |
|
|
2019
Q4 | – | Sell |
-3,631
| Closed | -$427K | – | 87 |
|
|
2019
Q3 | $427K | Sell |
3,631
-278
| -7% | -$32.7K | 0.12% | 59 |
|
|
2019
Q2 | $437K | Buy |
3,909
+12
| +0.3% | +$1.34K | 0.13% | 61 |
|
|
2019
Q1 | $395K | Sell |
3,897
-472
| -11% | -$47.8K | 0.13% | 65 |
|
|
2018
Q4 | $426K | Buy |
+4,369
| New | +$426K | 0.16% | 65 |
|