Marion 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 | $4.01M | Sell |
13,815
-654
| -5% | -$190K | 1% | 26 |
|
|
2025
Q1 | $3.55M | Sell |
14,469
-2,279
| -14% | -$559K | 0.95% | 27 |
|
|
2024
Q4 | $4.01M | Sell |
16,748
-24
| -0.1% | -$5.75K | 1.06% | 28 |
|
|
2024
Q3 | $3.54M | Buy |
16,772
+636
| +4% | +$134K | 0.94% | 28 |
|
|
2024
Q2 | $3.26M | Buy |
16,136
+250
| +2% | +$50.6K | 0.96% | 29 |
|
|
2024
Q1 | $3.18M | Buy |
15,886
+70
| +0.4% | +$14K | 0.95% | 27 |
|
|
2023
Q4 | $2.69M | Sell |
15,816
-102
| -0.6% | -$17.4K | 0.86% | 32 |
|
|
2023
Q3 | $2.31M | Sell |
15,918
-174
| -1% | -$25.2K | 0.81% | 27 |
|
|
2023
Q2 | $2.34M | Buy |
16,092
+852
| +6% | +$124K | 0.83% | 28 |
|
|
2023
Q1 | $1.99M | Buy |
15,240
+892
| +6% | +$116K | 0.74% | 34 |
|
|
2022
Q4 | $1.92M | Buy |
14,348
+873
| +6% | +$117K | 0.81% | 31 |
|
|
2022
Q3 | $1.41M | Buy |
13,475
+141
| +1% | +$14.7K | 0.72% | 31 |
|
|
2022
Q2 | $1.5M | Buy |
13,334
+3,965
| +42% | +$447K | 0.79% | 31 |
|
|
2022
Q1 | $1.28M | Buy |
9,369
+129
| +1% | +$17.6K | 0.62% | 36 |
|
|
2021
Q4 | $1.46M | Buy |
+9,240
| New | +$1.46M | 0.69% | 32 |
|