REDW 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 | $210K | Buy |
+723
| New | +$210K | 0.08% | 103 |
|
|
2024
Q4 | – | Sell |
-6,663
| Closed | -$1.4M | – | 141 |
|
|
2024
Q3 | $1.4M | Sell |
6,663
-102
| -2% | -$21.5K | 0.36% | 45 |
|
|
2024
Q2 | $1.37M | Sell |
6,765
-46
| -0.7% | -$9.3K | 0.36% | 45 |
|
|
2024
Q1 | $1.36M | Buy |
6,811
+22
| +0.3% | +$4.41K | 0.37% | 41 |
|
|
2023
Q4 | $1.15M | Sell |
6,789
-701
| -9% | -$119K | 0.33% | 45 |
|
|
2023
Q3 | $1.09M | Buy |
7,490
+3
| +0% | +$435 | 0.33% | 43 |
|
|
2023
Q2 | $1.09M | Buy |
7,487
+331
| +5% | +$48.1K | 0.33% | 45 |
|
|
2023
Q1 | $933K | Buy |
7,156
+491
| +7% | +$64K | 0.3% | 47 |
|
|
2022
Q4 | $894K | Buy |
6,665
+79
| +1% | +$10.6K | 0.31% | 44 |
|
|
2022
Q3 | $688K | Sell |
6,586
-257
| -4% | -$26.8K | 0.26% | 50 |
|
|
2022
Q2 | $771K | Buy |
6,843
+103
| +2% | +$11.6K | 0.28% | 45 |
|
|
2022
Q1 | $919K | Sell |
6,740
-550
| -8% | -$75K | 0.27% | 39 |
|
|
2021
Q4 | $1.15M | Buy |
7,290
+665
| +10% | +$105K | 0.34% | 32 |
|
|
2021
Q3 | $1.09M | Sell |
6,625
-82
| -1% | -$13.4K | 0.35% | 33 |
|
|
2021
Q2 | $1.04M | Buy |
6,707
+203
| +3% | +$31.6K | 0.33% | 33 |
|
|
2021
Q1 | $990K | Buy |
6,504
+2
| +0% | +$304 | 0.33% | 32 |
|
|
2020
Q4 | $826K | Buy |
6,502
+4
| +0.1% | +$508 | 0.31% | 31 |
|
|
2020
Q3 | $626K | Buy |
6,498
+26
| +0.4% | +$2.51K | 0.26% | 39 |
|
|
2020
Q2 | $609K | Buy |
6,472
+80
| +1% | +$7.53K | 0.3% | 35 |
|
|
2020
Q1 | $575K | Buy |
6,392
+181
| +3% | +$16.3K | 0.36% | 31 |
|
|
2019
Q4 | $866K | Sell |
6,211
-334
| -5% | -$46.6K | 0.48% | 23 |
|
|
2019
Q3 | $770K | Buy |
6,545
+3
| +0% | +$353 | 0.45% | 28 |
|
|
2019
Q2 | $731K | Buy |
6,542
+3
| +0% | +$335 | 0.44% | 24 |
|
|
2019
Q1 | $662K | Sell |
6,539
-175
| -3% | -$17.7K | 0.41% | 27 |
|
|
2018
Q4 | $655K | Buy |
6,714
+3
| +0% | +$293 | 0.45% | 25 |
|
|
2018
Q3 | $757K | Sell |
6,711
-370
| -5% | -$41.7K | 0.5% | 23 |
|
|
2018
Q2 | $738K | Buy |
7,081
+332
| +5% | +$34.6K | 0.53% | 21 |
|
|
2018
Q1 | $742K | Sell |
6,749
-543
| -7% | -$59.7K | 0.55% | 21 |
|
|
2017
Q4 | $780K | Hold |
7,292
| – | – | 0.61% | 19 |
|
|
2017
Q3 | $696K | Buy |
7,292
+250
| +4% | +$23.9K | 0.58% | 20 |
|
|
2017
Q2 | $644K | Buy |
7,042
+120
| +2% | +$11K | 0.63% | 20 |
|
|
2017
Q1 | $608K | Sell |
6,922
-1
| -0% | -$88 | 0.62% | 21 |
|
|
2016
Q4 | $597K | Buy |
+6,923
| New | +$597K | 0.67% | 22 |
|