Naviter 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 | $8.69M | Buy |
29,960
+700
| +2% | +$203K | 1.07% | 15 |
|
|
2025
Q1 | $7.11M | Buy |
29,260
+537
| +2% | +$130K | 0.86% | 23 |
|
|
2024
Q4 | $6.89M | Buy |
28,723
+8,815
| +44% | +$2.11M | 0.83% | 22 |
|
|
2024
Q3 | $4.2M | Sell |
19,908
-1,212
| -6% | -$256K | 0.58% | 43 |
|
|
2024
Q2 | $4.27M | Buy |
21,120
+63
| +0.3% | +$12.7K | 0.64% | 34 |
|
|
2024
Q1 | $4.22M | Buy |
21,057
+251
| +1% | +$50.3K | 0.69% | 31 |
|
|
2023
Q4 | $3.54M | Buy |
20,806
+4,201
| +25% | +$715K | 0.71% | 33 |
|
|
2023
Q3 | $2.41M | Buy |
16,605
+791
| +5% | +$115K | 0.58% | 38 |
|
|
2023
Q2 | $2.3M | Buy |
15,814
+1,829
| +13% | +$266K | 0.58% | 36 |
|
|
2023
Q1 | $1.82M | Sell |
13,985
-1,944
| -12% | -$253K | 0.64% | 32 |
|
|
2022
Q4 | $2.22M | Buy |
15,929
+3,029
| +23% | +$422K | 0.61% | 34 |
|
|
2022
Q3 | $1.35M | Buy |
12,900
+1,834
| +17% | +$192K | 0.55% | 32 |
|
|
2022
Q2 | $1.25M | Buy |
+11,066
| New | +$1.25M | 0.51% | 35 |
|