Private Wealth Management 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 | $511K | Buy |
1,764
+33
| +2% | +$9.57K | 0.17% | 50 |
|
|
2025
Q1 | $425K | Buy |
1,731
+102
| +6% | +$25K | 0.16% | 54 |
|
|
2024
Q4 | $390K | Sell |
1,629
-3
| -0.2% | -$719 | 0.15% | 55 |
|
|
2024
Q3 | $344K | Sell |
1,632
-6
| -0.4% | -$1.27K | 0.14% | 60 |
|
|
2024
Q2 | $331K | Sell |
1,638
-127
| -7% | -$25.7K | 0.14% | 57 |
|
|
2024
Q1 | $354K | Sell |
1,765
-529
| -23% | -$106K | 0.16% | 53 |
|
|
2023
Q4 | $390K | Buy |
+2,294
| New | +$390K | 0.19% | 46 |
|