Schrum Private 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 | $3.26M | Buy |
11,251
+11
| +0.1% | +$3.19K | 2.62% | 7 |
|
|
2025
Q1 | $2.76M | Buy |
11,240
+5
| +0% | +$1.23K | 2.42% | 6 |
|
|
2024
Q4 | $2.69M | Buy |
11,235
+355
| +3% | +$85.1K | 2.28% | 7 |
|
|
2024
Q3 | $2.29M | Sell |
10,880
-653
| -6% | -$138K | 1.19% | 19 |
|
|
2024
Q2 | $2.33M | Buy |
11,533
+5
| +0% | +$1.01K | 2.1% | 6 |
|
|
2024
Q1 | $2.31M | Buy |
11,528
+6,527
| +131% | +$1.31M | 2.1% | 6 |
|
|
2023
Q4 | $851K | Sell |
5,001
-6,448
| -56% | -$1.1M | 1.21% | 23 |
|
|
2023
Q3 | $1.66M | Buy |
11,449
+6
| +0.1% | +$870 | 1.89% | 9 |
|
|
2023
Q2 | $1.66M | Buy |
11,443
+6
| +0.1% | +$873 | 1.8% | 10 |
|
|
2023
Q1 | $1.49M | Sell |
11,437
-35
| -0.3% | -$4.56K | 1.72% | 13 |
|
|
2022
Q4 | $1.54M | Sell |
11,472
-488
| -4% | -$65.4K | 1.82% | 12 |
|
|
2022
Q3 | $1.25M | Sell |
11,960
-470
| -4% | -$49.1K | 1.58% | 14 |
|
|
2022
Q2 | $1.4M | Sell |
12,430
-383
| -3% | -$43.1K | 1.58% | 16 |
|
|
2022
Q1 | $1.67M | Sell |
12,813
-37
| -0.3% | -$4.82K | 1.68% | 10 |
|
|
2021
Q4 | $2.03M | Buy |
+12,850
| New | +$2.03M | 1.85% | 7 |
|