Peterson Wealth Advisors’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 | $589K | Buy |
2,030
+3
| +0.1% | +$870 | 0.1% | 58 |
|
|
2025
Q1 | $435K | Buy |
2,027
+136
| +7% | +$29.2K | 0.08% | 62 |
|
|
2024
Q4 | $460K | Buy |
1,891
+88
| +5% | +$21.4K | 0.08% | 60 |
|
|
2024
Q3 | $380K | Buy |
1,803
+311
| +21% | +$65.6K | 0.07% | 59 |
|
|
2024
Q2 | $302K | Buy |
1,492
+54
| +4% | +$10.9K | 0.06% | 64 |
|
|
2024
Q1 | $288K | Buy |
1,438
+7
| +0.5% | +$1.4K | 0.06% | 60 |
|
|
2023
Q4 | $243K | Buy |
1,431
+8
| +0.6% | +$1.36K | 0.06% | 61 |
|
|
2023
Q3 | $206K | Buy |
1,423
+23
| +2% | +$3.34K | 0.06% | 60 |
|
|
2023
Q2 | $205K | Buy |
+1,400
| New | +$205K | 0.05% | 62 |
|
|
2022
Q1 | – | Sell |
-1,363
| Closed | -$216K | – | 59 |
|
|
2021
Q4 | $216K | Buy |
+1,363
| New | +$216K | 0.06% | 56 |
|