Pursue Wealth Partners’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 | $2.45M | Sell |
8,462
-22
| -0.3% | -$6.38K | 1.39% | 22 |
|
|
2025
Q1 | $2.08M | Buy |
8,484
+1,010
| +14% | +$248K | 1.27% | 27 |
|
|
2024
Q4 | $1.79M | Sell |
7,474
-510
| -6% | -$122K | 1.03% | 28 |
|
|
2024
Q3 | $1.68M | Hold |
7,984
| – | – | 0.92% | 31 |
|
|
2024
Q2 | $1.61M | Buy |
7,984
+500
| +7% | +$101K | 0.88% | 31 |
|
|
2024
Q1 | $1.5M | Hold |
7,484
| – | – | 0.88% | 28 |
|
|
2023
Q4 | $1.27M | Hold |
7,484
| – | – | 0.82% | 29 |
|
|
2023
Q3 | $1.09M | Sell |
7,484
-13
| -0.2% | -$1.89K | 0.77% | 32 |
|
|
2023
Q2 | $1.09M | Sell |
7,497
-285
| -4% | -$41.4K | 0.68% | 37 |
|
|
2023
Q1 | $1.01M | Buy |
7,782
+214
| +3% | +$27.9K | 0.69% | 42 |
|
|
2022
Q4 | $1.01M | Sell |
7,568
-1,813
| -19% | -$243K | 0.78% | 43 |
|
|
2022
Q3 | $980K | Sell |
9,381
-974
| -9% | -$102K | 0.7% | 42 |
|
|
2022
Q2 | $1.17M | Sell |
10,355
-7,600
| -42% | -$856K | 0.74% | 41 |
|
|
2022
Q1 | $2.35M | Buy |
17,955
+7,362
| +69% | +$965K | 0.97% | 28 |
|
|
2021
Q4 | $1.68M | Buy |
+10,593
| New | +$1.68M | 0.65% | 42 |
|