Peterson 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
Q1 | – | Sell |
-842
| Closed | -$202K | – | 51 |
|
|
2024
Q4 | $202K | Buy |
+842
| New | +$202K | 0.12% | 49 |
|
|
2022
Q2 | – | Sell |
-7,436
| Closed | -$1.01M | – | 50 |
|
|
2022
Q1 | $1.01M | Sell |
7,436
-4,283
| -37% | -$584K | 0.68% | 42 |
|
|
2021
Q4 | $1.86M | Buy |
11,719
+389
| +3% | +$61.6K | 1.24% | 30 |
|
|
2021
Q3 | $1.86M | Buy |
11,330
+35
| +0.3% | +$5.73K | 1.44% | 24 |
|
|
2021
Q2 | $1.76M | Buy |
11,295
+4,176
| +59% | +$650K | 1.37% | 24 |
|
|
2021
Q1 | $1.08M | Buy |
+7,119
| New | +$1.08M | 0.92% | 29 |
|