Rezny 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
Q1 | – | Sell |
-8,833
| Closed | -$2.12M | – | 40 |
|
|
2024
Q4 | $2.12M | Buy |
8,833
+303
| +4% | +$72.6K | 0.52% | 14 |
|
|
2024
Q3 | $1.8M | Buy |
8,530
+6,154
| +259% | +$1.3M | 0.45% | 16 |
|
|
2024
Q2 | $481K | Buy |
+2,376
| New | +$481K | 0.13% | 28 |
|
|
2023
Q4 | – | Sell |
-1,410
| Closed | -$204K | – | 25 |
|
|
2023
Q3 | $204K | Buy |
1,410
+28
| +2% | +$4.06K | 0.07% | 23 |
|
|
2023
Q2 | $201K | Sell |
1,382
-300
| -18% | -$43.6K | 0.07% | 25 |
|
|
2023
Q1 | $219K | Buy |
1,682
+167
| +11% | +$21.8K | 0.08% | 21 |
|
|
2022
Q4 | $203K | Buy |
+1,515
| New | +$203K | 0.08% | 22 |
|
|
2022
Q1 | – | Sell |
-1,426
| Closed | -$225K | – | 21 |
|
|
2021
Q4 | $225K | Hold |
1,426
| – | – | 0.07% | 20 |
|
|
2021
Q3 | $233K | Sell |
1,426
-5
| -0.3% | -$817 | 0.08% | 20 |
|
|
2021
Q2 | $222K | Buy |
+1,431
| New | +$222K | 0.08% | 17 |
|
|
2015
Q4 | – | Sell |
-69
| Closed | -$4K | – | 69 |
|
|
2015
Q3 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 54 |
|