Portside Wealth Group’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 | $4.97M | Buy |
17,141
+474
| +3% | +$137K | 0.74% | 29 |
|
|
2025
Q1 | $4.09M | Sell |
16,667
-265
| -2% | -$65K | 0.67% | 37 |
|
|
2024
Q4 | $4.06M | Buy |
16,932
+1,290
| +8% | +$309K | 0.67% | 37 |
|
|
2024
Q3 | $3.3M | Sell |
15,642
-1,539
| -9% | -$325K | 0.56% | 46 |
|
|
2024
Q2 | $3.47M | Sell |
17,181
-2,279
| -12% | -$461K | 0.66% | 36 |
|
|
2024
Q1 | $3.9M | Sell |
19,460
-614
| -3% | -$123K | 0.72% | 31 |
|
|
2023
Q4 | $3.41M | Sell |
20,074
-932
| -4% | -$159K | 0.64% | 39 |
|
|
2023
Q3 | $3.05M | Sell |
21,006
-1,326
| -6% | -$192K | 0.57% | 47 |
|
|
2023
Q2 | $3.25M | Buy |
+22,332
| New | +$3.25M | 0.6% | 45 |
|