Mosaic Family Wealth Partners’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 | $1.97M | Sell |
6,811
-441
| -6% | -$128K | 0.25% | 47 |
|
|
2025
Q1 | $1.78M | Sell |
7,252
-79
| -1% | -$19.4K | 0.25% | 43 |
|
|
2024
Q4 | $1.76M | Buy |
7,331
+374
| +5% | +$89.6K | 0.25% | 44 |
|
|
2024
Q3 | $1.47M | Buy |
6,957
+67
| +1% | +$14.1K | 0.22% | 55 |
|
|
2024
Q2 | $1.39M | Buy |
6,890
+58
| +0.8% | +$11.7K | 0.22% | 54 |
|
|
2024
Q1 | $1.37M | Buy |
6,832
+724
| +12% | +$145K | 0.23% | 56 |
|
|
2023
Q4 | $1.04M | Buy |
6,108
+519
| +9% | +$88.3K | 0.18% | 68 |
|
|
2023
Q3 | $811K | Buy |
5,589
+21
| +0.4% | +$3.05K | 0.16% | 80 |
|
|
2023
Q2 | $809K | Sell |
5,568
-10
| -0.2% | -$1.45K | 0.16% | 83 |
|
|
2023
Q1 | $727K | Sell |
5,578
-40
| -0.7% | -$5.21K | 0.15% | 83 |
|
|
2022
Q4 | $753K | Buy |
+5,618
| New | +$753K | 0.21% | 71 |
|