Redwood Financial Network’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 | $377K | Sell |
1,301
-160
| -11% | -$46.4K | 0.25% | 115 |
|
|
2025
Q1 | $358K | Buy |
1,461
+25
| +2% | +$6.13K | 0.27% | 109 |
|
|
2024
Q4 | $344K | Buy |
1,436
+4
| +0.3% | +$959 | 0.26% | 110 |
|
|
2024
Q3 | $302K | Buy |
1,432
+224
| +19% | +$47.2K | 0.24% | 112 |
|
|
2024
Q2 | $244K | Buy |
1,208
+5
| +0.4% | +$1.01K | 0.21% | 124 |
|
|
2024
Q1 | $241K | Sell |
1,203
-85
| -7% | -$17K | 0.21% | 126 |
|
|
2023
Q4 | $219K | Buy |
+1,288
| New | +$219K | 0.21% | 126 |
|
|
2022
Q2 | – | Sell |
-1,727
| Closed | -$235K | – | 142 |
|
|
2022
Q1 | $235K | Buy |
+1,727
| New | +$235K | 0.22% | 133 |
|