Modern 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 | $45.2M | Sell |
155,990
-799
| -0.5% | -$232K | 1.13% | 15 |
|
|
2025
Q1 | $38.5M | Buy |
156,789
+1,546
| +1% | +$379K | 1.23% | 18 |
|
|
2024
Q4 | $37.2M | Buy |
155,243
+128,244
| +475% | +$30.7M | 1.39% | 17 |
|
|
2024
Q3 | $5.69M | Buy |
26,999
+1,197
| +5% | +$252K | 0.35% | 53 |
|
|
2024
Q2 | $5.22M | Buy |
25,802
+1,982
| +8% | +$401K | 0.38% | 45 |
|
|
2024
Q1 | $4.77M | Buy |
23,820
+22,456
| +1,646% | +$4.5M | 0.44% | 34 |
|
|
2023
Q4 | $232K | Buy |
+1,364
| New | +$232K | 0.03% | 170 |
|