Maltin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,489
-480
| -12% | -$139K | 0.46% | 56 |
|
|
2025
Q1 | $974K | Buy |
3,969
+185
| +5% | +$45.4K | 0.46% | 54 |
|
|
2024
Q4 | $907K | Buy |
3,784
+16
| +0.4% | +$3.84K | 0.45% | 58 |
|
|
2024
Q3 | $794K | Buy |
3,768
+16
| +0.4% | +$3.37K | 0.39% | 62 |
|
|
2024
Q2 | $759K | Buy |
3,752
+5
| +0.1% | +$1.01K | 0.41% | 62 |
|
|
2024
Q1 | $751K | Buy |
3,747
+47
| +1% | +$9.41K | 0.42% | 61 |
|
|
2023
Q4 | $629K | Sell |
3,700
-426
| -10% | -$72.5K | 0.4% | 65 |
|
|
2023
Q3 | $598K | Buy |
4,126
+22
| +0.5% | +$3.19K | 0.42% | 67 |
|
|
2023
Q2 | $597K | Sell |
4,104
-737
| -15% | -$107K | 0.42% | 63 |
|
|
2023
Q1 | $631K | Buy |
4,841
+26
| +0.5% | +$3.39K | 0.45% | 63 |
|
|
2022
Q4 | $646K | Sell |
4,815
-457
| -9% | -$61.3K | 0.47% | 62 |
|
|
2022
Q3 | $551K | Buy |
5,272
+57
| +1% | +$5.96K | 0.44% | 70 |
|
|
2022
Q2 | $587K | Buy |
5,215
+94
| +2% | +$10.6K | 0.42% | 73 |
|
|
2022
Q1 | $698K | Sell |
5,121
-731
| -12% | -$99.6K | 0.46% | 68 |
|
|
2021
Q4 | $927K | Sell |
5,852
-28
| -0.5% | -$4.44K | 0.56% | 55 |
|
|
2021
Q3 | $962K | Buy |
5,880
+25
| +0.4% | +$4.09K | 0.59% | 46 |
|
|
2021
Q2 | $911K | Sell |
5,855
-2,430
| -29% | -$378K | 0.55% | 49 |
|
|
2021
Q1 | $1.26M | Buy |
8,285
+2,529
| +44% | +$385K | 0.82% | 39 |
|
|
2020
Q4 | $731K | Sell |
5,756
-2,000
| -26% | -$254K | 0.51% | 46 |
|
|
2020
Q3 | $747K | Sell |
7,756
-504
| -6% | -$48.5K | 0.53% | 44 |
|
|
2020
Q2 | $777K | Buy |
8,260
+598
| +8% | +$56.3K | 0.59% | 41 |
|
|
2020
Q1 | $690K | Buy |
7,662
+882
| +13% | +$79.4K | 0.59% | 42 |
|
|
2019
Q4 | $945K | Buy |
+6,780
| New | +$945K | 0.61% | 36 |
|