Ruedi 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 | $408K | Sell |
1,409
-660
| -32% | -$191K | 0.12% | 46 |
|
|
2025
Q1 | $507K | Buy |
2,069
+1
| +0% | +$245 | 0.16% | 34 |
|
|
2024
Q4 | $496K | Buy |
2,068
+41
| +2% | +$9.83K | 0.16% | 31 |
|
|
2024
Q3 | $428K | Sell |
2,027
-54
| -3% | -$11.4K | 0.15% | 35 |
|
|
2024
Q2 | $421K | Buy |
2,081
+109
| +6% | +$22.1K | 0.17% | 36 |
|
|
2024
Q1 | $395K | Buy |
1,972
+105
| +6% | +$21K | 0.17% | 36 |
|
|
2023
Q4 | $318K | Buy |
1,867
+41
| +2% | +$6.97K | 0.15% | 38 |
|
|
2023
Q3 | $265K | Sell |
1,826
-384
| -17% | -$55.7K | 0.15% | 42 |
|
|
2023
Q2 | $321K | Hold |
2,210
| – | – | 0.19% | 32 |
|
|
2023
Q1 | $288K | Sell |
2,210
-68
| -3% | -$8.86K | 0.19% | 35 |
|
|
2022
Q4 | $305K | Buy |
+2,278
| New | +$305K | 0.22% | 32 |
|