Massachusetts 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 | $5.91M | Sell |
20,379
-445
| -2% | -$129K | 3.33% | 2 |
|
|
2025
Q1 | $5.11M | Sell |
20,824
-670
| -3% | -$164K | 3.5% | 2 |
|
|
2024
Q4 | $5.15M | Sell |
21,494
-200
| -0.9% | -$47.9K | 3.18% | 3 |
|
|
2024
Q3 | $4.57M | Sell |
21,694
-240
| -1% | -$50.6K | 2.88% | 4 |
|
|
2024
Q2 | $4.44M | Buy |
21,934
+75
| +0.3% | +$15.2K | 2.98% | 4 |
|
|
2024
Q1 | $4.38M | Buy |
21,859
+140
| +0.6% | +$28K | 3.09% | 2 |
|
|
2023
Q4 | $3.69M | Buy |
21,719
+509
| +2% | +$86.6K | 2.98% | 3 |
|
|
2023
Q3 | $3.08M | Sell |
21,210
-200
| -0.9% | -$29K | 2.82% | 7 |
|
|
2023
Q2 | $3.11M | Buy |
21,410
+485
| +2% | +$70.5K | 2.98% | 7 |
|
|
2023
Q1 | $2.73M | Sell |
20,925
-1,150
| -5% | -$150K | 2.81% | 7 |
|
|
2022
Q4 | $3.09M | Buy |
+22,075
| New | +$3.09M | 2.98% | 6 |
|