Seven Springs Wealth Group’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 | – | Sell |
-869
| Closed | -$213K | – | 87 |
|
|
2025
Q1 | $213K | Buy |
+869
| New | +$213K | 0.08% | 77 |
|
|
2021
Q4 | – | Sell |
-1,564
| Closed | -$256K | – | 70 |
|
|
2021
Q3 | $256K | Hold |
1,564
| – | – | 0.13% | 67 |
|
|
2021
Q2 | $243K | Buy |
1,564
+1,207
| +338% | +$188K | 0.11% | 70 |
|
|
2021
Q1 | $54K | Sell |
357
-33
| -8% | -$4.99K | 0.03% | 79 |
|
|
2020
Q4 | $50K | Buy |
390
+33
| +9% | +$4.23K | 0.03% | 80 |
|
|
2020
Q3 | $34K | Hold |
357
| – | – | 0.02% | 82 |
|
|
2020
Q2 | $34K | Hold |
357
| – | – | 0.02% | 77 |
|
|
2020
Q1 | $32K | Hold |
357
| – | – | 0.02% | 80 |
|
|
2019
Q4 | $50K | Buy |
+357
| New | +$50K | 0.03% | 95 |
|