Rockport 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 | $6.74M | Buy |
+23,244
| New | +$6.74M | 1.56% | 15 |
|
|
2025
Q1 | – | Sell |
-1,639
| Closed | -$379K | – | 58 |
|
|
2024
Q4 | $379K | Buy |
1,639
+73
| +5% | +$16.9K | 0.17% | 47 |
|
|
2024
Q3 | $330K | Hold |
1,566
| – | – | 0.09% | 52 |
|
|
2024
Q2 | $317K | Hold |
1,566
| – | – | 0.13% | 50 |
|
|
2024
Q1 | $313K | Buy |
+1,566
| New | +$313K | 0.21% | 46 |
|