Marcum 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
Q1 | $6.56M | Sell |
26,761
-8,424
| -24% | -$2.07M | 0.57% | 25 |
|
|
2024
Q4 | $8.43M | Buy |
35,185
+628
| +2% | +$151K | 0.73% | 24 |
|
|
2024
Q3 | $7.29M | Sell |
34,557
-54
| -0.2% | -$11.4K | 0.68% | 21 |
|
|
2024
Q2 | $7M | Buy |
34,611
+403
| +1% | +$81.5K | 0.7% | 21 |
|
|
2024
Q1 | $6.85M | Sell |
34,208
-935
| -3% | -$187K | 0.69% | 20 |
|
|
2023
Q4 | $5.98M | Sell |
35,143
-49
| -0.1% | -$8.34K | 0.64% | 20 |
|
|
2023
Q3 | $5.1M | Sell |
35,192
-169
| -0.5% | -$24.5K | 0.61% | 19 |
|
|
2023
Q2 | $5.14M | Buy |
35,361
+730
| +2% | +$106K | 0.6% | 19 |
|
|
2023
Q1 | $4.51M | Buy |
34,631
+1,642
| +5% | +$214K | 0.56% | 21 |
|
|
2022
Q4 | $4.42M | Buy |
32,989
+373
| +1% | +$50K | 0.59% | 21 |
|
|
2022
Q3 | $3.41M | Buy |
32,616
+1,094
| +3% | +$114K | 0.52% | 20 |
|
|
2022
Q2 | $3.55M | Buy |
31,522
+1,822
| +6% | +$205K | 0.53% | 20 |
|
|
2022
Q1 | $4.05M | Sell |
29,700
-675
| -2% | -$92K | 0.56% | 20 |
|
|
2021
Q4 | $4.81M | Buy |
30,375
+745
| +3% | +$118K | 0.67% | 19 |
|
|
2021
Q3 | $4.85M | Sell |
29,630
-4,381
| -13% | -$717K | 0.76% | 18 |
|
|
2021
Q2 | $5.29M | Buy |
34,011
+414
| +1% | +$64.4K | 0.86% | 16 |
|
|
2021
Q1 | $5.12M | Buy |
33,597
+11,899
| +55% | +$1.81M | 0.84% | 16 |
|
|
2020
Q4 | $2.76M | Buy |
21,698
+6,075
| +39% | +$772K | 0.65% | 19 |
|
|
2020
Q3 | $1.5M | Buy |
15,623
+7,151
| +84% | +$688K | 0.46% | 30 |
|
|
2020
Q2 | $797K | Buy |
8,472
+959
| +13% | +$90.2K | 0.25% | 42 |
|
|
2020
Q1 | $676K | Buy |
7,513
+524
| +7% | +$47.1K | 0.26% | 31 |
|
|
2019
Q4 | $974K | Buy |
+6,989
| New | +$974K | 0.37% | 30 |
|