Maripau 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 | $1.2M | Sell |
4,131
-692
| -14% | -$200K | 0.6% | 44 |
|
|
2025
Q1 | $1.18M | Buy |
4,823
+554
| +13% | +$136K | 0.68% | 37 |
|
|
2024
Q4 | $1.02M | Buy |
+4,269
| New | +$1.02M | 0.61% | 39 |
|
|
2024
Q3 | – | Sell |
-2,431
| Closed | -$492K | – | 95 |
|
|
2024
Q2 | $492K | Buy |
2,431
+933
| +62% | +$189K | 0.34% | 67 |
|
|
2024
Q1 | $300K | Sell |
1,498
-113
| -7% | -$22.6K | 0.23% | 90 |
|
|
2023
Q4 | $274K | Buy |
1,611
+65
| +4% | +$11.1K | 0.24% | 83 |
|
|
2023
Q3 | $224K | Buy |
+1,546
| New | +$224K | 0.21% | 87 |
|