Morton Brown Family 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 | $47.1K | Buy |
163
+1
| +0.6% | +$289 | 0.01% | 111 |
|
|
2025
Q1 | $39.7K | Buy |
162
+28
| +21% | +$6.87K | 0.01% | 114 |
|
|
2024
Q4 | $32.2K | Buy |
134
+18
| +16% | +$4.33K | 0.01% | 124 |
|
|
2024
Q3 | $24.4K | Buy |
116
+1
| +0.9% | +$211 | 0.01% | 125 |
|
|
2024
Q2 | $24.2K | Hold |
115
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $23K | Sell |
115
-174
| -60% | -$34.8K | 0.01% | 115 |
|
|
2023
Q4 | $49.2K | Buy |
289
+277
| +2,308% | +$47.1K | 0.02% | 99 |
|
|
2023
Q3 | $1.74K | Hold |
12
| – | – | ﹤0.01% | 163 |
|
|
2023
Q2 | $1.75K | Buy |
+12
| New | +$1.75K | ﹤0.01% | 157 |
|
|
2022
Q4 | – | Sell |
-32
| Closed | -$3K | – | 198 |
|
|
2022
Q3 | $3K | Sell |
32
-26
| -45% | -$2.44K | ﹤0.01% | 159 |
|
|
2022
Q2 | $7K | Sell |
58
-92
| -61% | -$11.1K | 0.01% | 124 |
|
|
2022
Q1 | $20K | Buy |
+150
| New | +$20K | 0.02% | 93 |
|