Quaker 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 | $348K | Buy |
+1,199
| New | +$348K | 0.12% | 45 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 434 |
|
|
2024
Q3 | $249K | Buy |
+1,183
| New | +$249K | 0.09% | 52 |
|
|
2022
Q2 | – | Sell |
-1,510
| Closed | -$206K | – | 48 |
|
|
2022
Q1 | $206K | Buy |
+1,510
| New | +$206K | 0.09% | 48 |
|
|
2021
Q4 | – | Sell |
-1,405
| Closed | -$230K | – | 55 |
|
|
2021
Q3 | $230K | Buy |
+1,405
| New | +$230K | 0.26% | 23 |
|