Peterson Wealth Services’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 | $14.8M | Buy |
51,137
+344
| +0.7% | +$99.7K | 4.06% | 4 |
|
|
2025
Q1 | $12.5M | Buy |
50,793
+1,153
| +2% | +$283K | 3.86% | 5 |
|
|
2024
Q4 | $11.9M | Buy |
49,640
+4,469
| +10% | +$1.07M | 3.57% | 8 |
|
|
2024
Q3 | $9.52M | Buy |
45,171
+1,533
| +4% | +$323K | 3.04% | 8 |
|
|
2024
Q2 | $8.83M | Buy |
43,638
+408
| +0.9% | +$82.5K | 3.08% | 7 |
|
|
2024
Q1 | $8.66M | Sell |
43,230
-1,491
| -3% | -$299K | 3.15% | 7 |
|
|
2023
Q4 | $7.61M | Sell |
44,721
-390
| -0.9% | -$66.3K | 3.26% | 8 |
|
|
2023
Q3 | $6.54M | Buy |
45,111
+1,275
| +3% | +$185K | 4.9% | 3 |
|
|
2023
Q2 | $6.37M | Buy |
43,836
+1,390
| +3% | +$202K | 3.06% | 7 |
|
|
2023
Q1 | $5.53M | Buy |
42,446
+28,521
| +205% | +$3.72M | 2.85% | 5 |
|
|
2022
Q4 | $1.87M | Sell |
13,925
-25,637
| -65% | -$3.44M | 1.07% | 33 |
|
|
2022
Q3 | $4.13M | Buy |
39,562
+3,444
| +10% | +$360K | 2.93% | 7 |
|
|
2022
Q2 | $4.07M | Buy |
36,118
+2,947
| +9% | +$332K | 2.93% | 6 |
|
|
2022
Q1 | $4.52M | Buy |
33,171
+7,211
| +28% | +$983K | 2.78% | 7 |
|
|
2021
Q4 | $4.11M | Buy |
+25,960
| New | +$4.11M | 2.73% | 6 |
|