Phillips Wealth Planners’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 | $2.02M | Sell |
7,135
-150
| -2% | -$42.4K | 1.83% | 5 |
|
|
2025
Q1 | $1.72M | Buy |
7,285
+147
| +2% | +$34.7K | 1.82% | 3 |
|
|
2024
Q4 | $1.71M | Sell |
7,138
-90
| -1% | -$21.6K | 1.71% | 5 |
|
|
2024
Q3 | $1.62M | Sell |
7,228
-185
| -2% | -$41.4K | 1.55% | 6 |
|
|
2024
Q2 | $1.54M | Buy |
7,413
+495
| +7% | +$103K | 1.62% | 7 |
|
|
2024
Q1 | $1.25M | Sell |
6,918
-312
| -4% | -$56.4K | 1.44% | 9 |
|
|
2023
Q4 | $1.21M | Sell |
7,230
-191
| -3% | -$32K | 1.46% | 10 |
|
|
2023
Q3 | $1.08M | Buy |
7,421
+36
| +0.5% | +$5.23K | 1.46% | 13 |
|
|
2023
Q2 | $1.07M | Buy |
7,385
+1,096
| +17% | +$159K | 1.41% | 12 |
|
|
2023
Q1 | $888K | Sell |
6,289
-597
| -9% | -$84.3K | 1.17% | 21 |
|
|
2022
Q4 | $982K | Buy |
+6,886
| New | +$982K | 1.71% | 17 |
|