Red Wave Investments’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 | $1.39M | Buy |
4,800
+18
| +0.4% | +$5.22K | 0.46% | 38 |
|
|
2025
Q1 | $1.17M | Buy |
4,782
+1
| +0% | +$245 | 0.42% | 39 |
|
|
2024
Q4 | $1.15M | Buy |
4,781
+11
| +0.2% | +$2.64K | 0.4% | 38 |
|
|
2024
Q3 | $1.01M | Buy |
4,770
+9
| +0.2% | +$1.9K | 0.35% | 41 |
|
|
2024
Q2 | $963K | Hold |
4,761
| – | – | 0.36% | 41 |
|
|
2024
Q1 | $954K | Buy |
4,761
+50
| +1% | +$10K | 0.36% | 43 |
|
|
2023
Q4 | $801K | Sell |
4,711
-8
| -0.2% | -$1.36K | 0.32% | 44 |
|
|
2023
Q3 | $684K | Hold |
4,719
| – | – | 0.29% | 49 |
|
|
2023
Q2 | $686K | Buy |
4,719
+65
| +1% | +$9.45K | 0.28% | 50 |
|
|
2023
Q1 | $606K | Sell |
4,654
-200
| -4% | -$26.1K | 0.25% | 52 |
|
|
2022
Q4 | $651K | Sell |
4,854
-1,488
| -23% | -$200K | 0.27% | 47 |
|
|
2022
Q3 | $663K | Buy |
6,342
+75
| +1% | +$7.84K | 0.29% | 45 |
|
|
2022
Q2 | $706K | Sell |
6,267
-188
| -3% | -$21.2K | 0.29% | 43 |
|
|
2022
Q1 | $880K | Buy |
6,455
+1,245
| +24% | +$170K | 0.31% | 41 |
|
|
2021
Q4 | $825K | Buy |
5,210
+87
| +2% | +$13.8K | 0.28% | 40 |
|
|
2021
Q3 | $839K | Sell |
5,123
-24
| -0.5% | -$3.93K | 0.3% | 37 |
|
|
2021
Q2 | $801K | Buy |
5,147
+124
| +2% | +$19.3K | 0.3% | 35 |
|
|
2021
Q1 | $765K | Buy |
5,023
+80
| +2% | +$12.2K | 0.31% | 35 |
|
|
2020
Q4 | $628K | Buy |
+4,943
| New | +$628K | 0.28% | 37 |
|