Peninsula Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $715K | Buy |
2,983
+172
| +6% | +$41.2K | 0.12% | 59 |
|
|
2024
Q3 | $629K | Buy |
2,811
+132
| +5% | +$29.5K | 0.11% | 64 |
|
|
2024
Q2 | $549K | Buy |
2,679
+26
| +1% | +$5.33K | 0.1% | 64 |
|
|
2024
Q1 | $531K | Sell |
2,653
-3
| -0.1% | -$601 | 0.11% | 63 |
|
|
2023
Q4 | $452K | Buy |
2,656
+39
| +1% | +$6.63K | 0.09% | 61 |
|
|
2023
Q3 | $369K | Buy |
2,617
+358
| +16% | +$50.5K | 0.09% | 56 |
|
|
2023
Q2 | $329K | Buy |
2,259
+337
| +18% | +$49K | 0.09% | 60 |
|
|
2023
Q1 | $250K | Buy |
1,922
+130
| +7% | +$16.9K | 0.07% | 68 |
|
|
2022
Q4 | $240K | Buy |
+1,792
| New | +$240K | 0.08% | 64 |
|
|
2022
Q3 | – | Sell |
-1,827
| Closed | -$206K | – | 71 |
|
|
2022
Q2 | $206K | Buy |
+1,827
| New | +$206K | 0.07% | 65 |
|
|
2022
Q1 | – | Sell |
-1,682
| Closed | -$266K | – | 70 |
|
|
2021
Q4 | $266K | Buy |
+1,682
| New | +$266K | 0.07% | 60 |
|