Madrona Financial Services’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 | $426K | Buy |
1,469
+194
| +15% | +$56.3K | 0.1% | 67 |
|
|
2025
Q1 | $313K | Sell |
1,275
-1
| -0.1% | -$245 | 0.09% | 76 |
|
|
2024
Q4 | $306K | Sell |
1,276
-48
| -4% | -$11.5K | 0.08% | 82 |
|
|
2024
Q3 | $279K | Buy |
1,324
+34
| +3% | +$7.17K | 0.08% | 79 |
|
|
2024
Q2 | $261K | Sell |
1,290
-11
| -0.8% | -$2.23K | 0.08% | 77 |
|
|
2024
Q1 | $261K | Buy |
+1,301
| New | +$261K | 0.09% | 74 |
|