Pine Harbor 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
Q2 | $752K | Buy |
2,593
+63
| +2% | +$18.3K | 0.26% | 40 |
|
|
2025
Q1 | $621K | Sell |
2,530
-30
| -1% | -$7.36K | 0.25% | 44 |
|
|
2024
Q4 | $614K | Buy |
2,560
+7
| +0.3% | +$1.68K | 0.25% | 46 |
|
|
2024
Q3 | $538K | Buy |
2,553
+7
| +0.3% | +$1.48K | 0.27% | 52 |
|
|
2024
Q2 | $515K | Buy |
2,546
+204
| +9% | +$41.3K | 0.3% | 50 |
|
|
2024
Q1 | $469K | Buy |
2,342
+20
| +0.9% | +$4.01K | 0.3% | 56 |
|
|
2023
Q4 | $395K | Buy |
+2,322
| New | +$395K | 0.3% | 58 |
|