Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $319K | Sell |
2,202
-87
| -4% | -$12.6K | 0.07% | 128 |
|
|
2023
Q2 | $333K | Buy |
2,289
+87
| +4% | +$12.7K | 0.07% | 130 |
|
|
2023
Q1 | $287K | Hold |
2,202
| – | – | 0.06% | 134 |
|
|
2022
Q4 | $295K | Sell |
2,202
-508
| -19% | -$68.1K | 0.07% | 133 |
|
|
2022
Q3 | $283K | Buy |
2,710
+66
| +2% | +$6.89K | 0.07% | 136 |
|
|
2022
Q2 | $298K | Buy |
2,644
+21
| +0.8% | +$2.37K | 0.07% | 132 |
|
|
2022
Q1 | $358K | Buy |
2,623
+101
| +4% | +$13.8K | 0.08% | 124 |
|
|
2021
Q4 | $399K | Buy |
2,522
+165
| +7% | +$26.1K | 0.08% | 121 |
|
|
2021
Q3 | $386K | Hold |
2,357
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $367K | Sell |
2,357
-4,545
| -66% | -$708K | 0.08% | 123 |
|
|
2021
Q1 | $1.05M | Hold |
6,902
| – | – | 0.26% | 84 |
|
|
2020
Q4 | $877K | Sell |
6,902
-101
| -1% | -$12.8K | 0.23% | 77 |
|
|
2020
Q3 | $674K | Buy |
7,003
+200
| +3% | +$19.2K | 0.2% | 80 |
|
|
2020
Q2 | $640K | Buy |
+6,803
| New | +$640K | 0.21% | 78 |
|
|
2020
Q1 | – | Sell |
-2,027
| Closed | -$283K | – | 133 |
|
|
2019
Q4 | $283K | Buy |
+2,027
| New | +$283K | 0.08% | 122 |
|