Maia 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 | $2.05M | Buy |
7,075
+1,986
| +39% | +$576K | 0.39% | 67 |
|
|
2025
Q1 | $1.19M | Buy |
5,089
+177
| +4% | +$41.5K | 0.27% | 94 |
|
|
2024
Q4 | $1.31M | Buy |
4,912
+716
| +17% | +$190K | 0.28% | 83 |
|
|
2024
Q3 | $944K | Buy |
4,196
+108
| +3% | +$24.3K | 0.23% | 92 |
|
|
2024
Q2 | $859K | Buy |
+4,088
| New | +$859K | 0.26% | 82 |
|
|
2023
Q4 | $670K | Buy |
+3,941
| New | +$670K | 0.27% | 72 |
|