Madison Wealth Partners’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 | $1.53M | Sell |
5,272
-2,187
| -29% | -$634K | 0.33% | 38 |
|
|
2025
Q1 | $1.83M | Sell |
7,459
-105
| -1% | -$25.8K | 0.45% | 35 |
|
|
2024
Q4 | $1.81M | Buy |
7,564
+86
| +1% | +$20.6K | 0.51% | 31 |
|
|
2024
Q3 | $1.58M | Sell |
7,478
-326
| -4% | -$68.7K | 0.47% | 32 |
|
|
2024
Q2 | $1.58M | Buy |
7,804
+149
| +2% | +$30.1K | 0.54% | 27 |
|
|
2024
Q1 | $1.53M | Sell |
7,655
-47
| -0.6% | -$9.41K | 0.55% | 24 |
|
|
2023
Q4 | $1.31M | Buy |
7,702
+6,130
| +390% | +$1.04M | 0.52% | 26 |
|
|
2023
Q3 | $228K | Buy |
1,572
+41
| +3% | +$5.95K | 0.12% | 81 |
|
|
2023
Q2 | $223K | Buy |
+1,531
| New | +$223K | 0.1% | 88 |
|
|
2023
Q1 | – | Sell |
-1,524
| Closed | -$204K | – | 87 |
|
|
2022
Q4 | $204K | Buy |
+1,524
| New | +$204K | 0.12% | 77 |
|