Olistico 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 | $1.74M | Buy |
5,987
+600
| +11% | +$174K | 0.96% | 22 |
|
|
2025
Q1 | $1.32M | Sell |
5,387
-190
| -3% | -$46.6K | 0.82% | 27 |
|
|
2024
Q4 | $1.34M | Buy |
5,577
+2
| +0% | +$479 | 0.78% | 28 |
|
|
2024
Q3 | $1.18M | Sell |
5,575
-792
| -12% | -$167K | 0.72% | 30 |
|
|
2024
Q2 | $1.29M | Sell |
6,367
-313
| -5% | -$63.3K | 0.82% | 28 |
|
|
2024
Q1 | $1.34M | Sell |
6,680
-1,095
| -14% | -$219K | 0.97% | 28 |
|
|
2023
Q4 | $1.32M | Buy |
7,775
+170
| +2% | +$28.9K | 1.03% | 23 |
|
|
2023
Q3 | $1.1M | Sell |
7,605
-100
| -1% | -$14.5K | 0.98% | 25 |
|
|
2023
Q2 | $1.12M | Buy |
7,705
+149
| +2% | +$21.7K | 0.96% | 24 |
|
|
2023
Q1 | $985K | Buy |
7,556
+265
| +4% | +$34.5K | 0.94% | 24 |
|
|
2022
Q4 | $978K | Buy |
+7,291
| New | +$978K | 1.06% | 21 |
|