ONSWM
Old North State Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
3,311
+300
| +10% | +$87.2K | 0.5% | 46 |
|
|
2025
Q1 | $741K | Sell |
3,011
-126
| -4% | -$31K | 0.41% | 49 |
|
|
2024
Q4 | $754K | Buy |
3,137
+457
| +17% | +$110K | 0.42% | 50 |
|
|
2024
Q3 | $566K | Buy |
2,680
+399
| +17% | +$84.3K | 0.32% | 53 |
|
|
2024
Q2 | $462K | Buy |
2,281
+236
| +12% | +$47.8K | 0.3% | 55 |
|
|
2024
Q1 | $410K | Buy |
2,045
+210
| +11% | +$42.1K | 0.27% | 57 |
|
|
2023
Q4 | $313K | Buy |
1,835
+279
| +18% | +$47.5K | 0.23% | 63 |
|
|
2023
Q3 | $226K | Buy |
1,556
+79
| +5% | +$11.5K | 0.2% | 65 |
|
|
2023
Q2 | $215K | Buy |
+1,477
| New | +$215K | 0.19% | 70 |
|
|
2023
Q1 | – | Sell |
-1,543
| Closed | -$207K | – | 69 |
|
|
2022
Q4 | $207K | Buy |
+1,543
| New | +$207K | 0.21% | 63 |
|
|
2022
Q1 | – | Sell |
-1,305
| Closed | -$207K | – | 61 |
|
|
2021
Q4 | $207K | Buy |
+1,305
| New | +$207K | 0.21% | 55 |
|