Perissos Private Wealth Management’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 | $378K | Sell |
1,305
-15
| -1% | -$4.35K | 0.3% | 51 |
|
|
2025
Q1 | $324K | Hold |
1,320
| – | – | 0.3% | 54 |
|
|
2024
Q4 | $316K | Buy |
1,320
+25
| +2% | +$5.99K | 0.24% | 65 |
|
|
2024
Q3 | $273K | Sell |
1,295
-230
| -15% | -$48.5K | 0.22% | 69 |
|
|
2024
Q2 | $308K | Hold |
1,525
| – | – | 0.28% | 63 |
|
|
2024
Q1 | $305K | Buy |
+1,525
| New | +$305K | 0.28% | 59 |
|