Philip James Wealth Mangement’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 | $1.65M | Sell |
5,697
-408
| -7% | -$118K | 0.21% | 74 |
|
|
2025
Q1 | $1.5M | Sell |
6,105
-170
| -3% | -$41.7K | 0.18% | 69 |
|
|
2024
Q4 | $1.5M | Sell |
6,275
-72
| -1% | -$17.3K | 0.19% | 68 |
|
|
2024
Q3 | $1.34M | Buy |
6,347
+5,133
| +423% | +$1.08M | 0.16% | 72 |
|
|
2024
Q2 | $245K | Buy |
1,214
+74
| +6% | +$15K | 0.16% | 59 |
|
|
2024
Q1 | $228K | Buy |
+1,140
| New | +$228K | 0.16% | 67 |
|