Rockline 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
Q2 | $9.87M | Buy |
34,041
+114
| +0.3% | +$33.1K | 2.34% | 10 |
|
|
2025
Q1 | $8.32M | Buy |
33,927
+749
| +2% | +$184K | 2.32% | 10 |
|
|
2024
Q4 | $7.95M | Buy |
33,178
+1,215
| +4% | +$291K | 2.13% | 9 |
|
|
2024
Q3 | $6.74M | Buy |
31,963
+772
| +2% | +$163K | 1.9% | 10 |
|
|
2024
Q2 | $6.31M | Buy |
31,191
+773
| +3% | +$156K | 1.95% | 10 |
|
|
2024
Q1 | $6.09M | Buy |
30,418
+544
| +2% | +$109K | 2.13% | 7 |
|
|
2023
Q4 | $5.08M | Buy |
+29,874
| New | +$5.08M | 2.11% | 7 |
|