Perfromance 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 | $59M | Buy |
203,613
+4,036
| +2% | +$1.17M | 1.89% | 11 |
|
|
2025
Q1 | $49M | Buy |
199,577
+17,997
| +10% | +$4.41M | 1.75% | 11 |
|
|
2024
Q4 | $43.5M | Buy |
181,580
+15,979
| +10% | +$3.83M | 1.4% | 12 |
|
|
2024
Q3 | $34.9M | Buy |
165,601
+9,737
| +6% | +$2.05M | 1.2% | 12 |
|
|
2024
Q2 | $31.5M | Buy |
155,864
+37,793
| +32% | +$7.64M | 1.16% | 12 |
|
|
2024
Q1 | $23.6M | Buy |
118,071
+15,890
| +16% | +$3.18M | 0.99% | 16 |
|
|
2023
Q4 | $17.4M | Buy |
102,181
+537
| +0.5% | +$91.3K | 0.76% | 14 |
|
|
2023
Q3 | $14.7M | Sell |
101,644
-215
| -0.2% | -$31.2K | 0.72% | 16 |
|
|
2023
Q2 | $14.7M | Sell |
101,859
-6,603
| -6% | -$955K | 0.68% | 15 |
|
|
2023
Q1 | $14.1M | Buy |
108,462
+15
| +0% | +$1.96K | 0.72% | 15 |
|
|
2022
Q4 | $14.5M | Sell |
108,447
-3,480
| -3% | -$467K | 0.88% | 15 |
|
|
2022
Q3 | $11.7M | Sell |
111,927
-5,319
| -5% | -$556K | 0.68% | 19 |
|
|
2022
Q2 | $13.2M | Sell |
117,246
-1,866
| -2% | -$210K | 0.74% | 20 |
|
|
2022
Q1 | $16.2M | Buy |
119,112
+29,317
| +33% | +$4M | 0.71% | 21 |
|
|
2021
Q4 | $14.2M | Buy |
+89,795
| New | +$14.2M | 0.57% | 23 |
|