Rede Wealth’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 | $1.01M | Sell |
3,491
-18
| -0.5% | -$5.22K | 0.37% | 30 |
|
|
2025
Q1 | $861K | Sell |
3,509
-53
| -1% | -$13K | 0.3% | 34 |
|
|
2024
Q4 | $854K | Sell |
3,562
-144
| -4% | -$34.5K | 0.33% | 34 |
|
|
2024
Q3 | $782K | Buy |
3,706
+14
| +0.4% | +$2.95K | 0.3% | 36 |
|
|
2024
Q2 | $747K | Sell |
3,692
-2
| -0.1% | -$405 | 0.69% | 33 |
|
|
2024
Q1 | $740K | Buy |
3,694
+119
| +3% | +$23.8K | 0.31% | 36 |
|
|
2023
Q4 | $608K | Buy |
3,575
+25
| +0.7% | +$4.25K | 0.29% | 41 |
|
|
2023
Q3 | $515K | Sell |
3,550
-139
| -4% | -$20.2K | 0.26% | 40 |
|
|
2023
Q2 | $537K | Sell |
3,689
-1,599
| -30% | -$233K | 0.25% | 44 |
|
|
2023
Q1 | $689K | Buy |
5,288
+2
| +0% | +$261 | 0.36% | 30 |
|
|
2022
Q4 | $709K | Sell |
5,286
-247
| -4% | -$33.1K | 0.38% | 31 |
|
|
2022
Q3 | $578K | Sell |
5,533
-93
| -2% | -$9.72K | 0.34% | 36 |
|
|
2022
Q2 | $633K | Buy |
5,626
+98
| +2% | +$11K | 0.37% | 35 |
|
|
2022
Q1 | $753K | Buy |
5,528
+36
| +0.7% | +$4.9K | 0.35% | 38 |
|
|
2021
Q4 | $870K | Buy |
5,492
+8
| +0.1% | +$1.27K | 0.44% | 34 |
|
|
2021
Q3 | $898K | Buy |
5,484
+251
| +5% | +$41.1K | 0.48% | 32 |
|
|
2021
Q2 | $814K | Buy |
5,233
+1
| +0% | +$156 | 0.43% | 33 |
|
|
2021
Q1 | $797K | Buy |
5,232
+280
| +6% | +$42.7K | 0.46% | 32 |
|
|
2020
Q4 | $628K | Buy |
+4,952
| New | +$628K | 0.43% | 34 |
|