MGO Private 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
Q2 | $404K | Sell |
1,393
-10
| -0.7% | -$2.9K | 0.26% | 47 |
|
|
2025
Q1 | $344K | Hold |
1,403
| – | – | 0.24% | 46 |
|
|
2024
Q4 | $336K | Sell |
1,403
-537
| -28% | -$129K | 0.24% | 48 |
|
|
2024
Q3 | $409K | Sell |
1,940
-162
| -8% | -$34.2K | 0.29% | 42 |
|
|
2024
Q2 | $425K | Sell |
2,102
-18
| -0.8% | -$3.64K | 0.27% | 51 |
|
|
2024
Q1 | $425K | Sell |
2,120
-65
| -3% | -$13K | 0.27% | 51 |
|
|
2023
Q4 | $372K | Buy |
2,185
+41
| +2% | +$6.97K | 0.26% | 50 |
|
|
2023
Q3 | $311K | Buy |
+2,144
| New | +$311K | 0.23% | 56 |
|
|
2023
Q1 | – | Sell |
-1,694
| Closed | -$227K | – | 94 |
|
|
2022
Q4 | $227K | Buy |
+1,694
| New | +$227K | 0.1% | 115 |
|