Shakespeare 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 | $1.67M | Sell |
5,775
-54
| -0.9% | -$15.7K | 0.45% | 24 |
|
|
2025
Q1 | $1.43M | Sell |
5,829
-378
| -6% | -$92.7K | 0.38% | 30 |
|
|
2024
Q4 | $1.49M | Buy |
6,207
+75
| +1% | +$18K | 0.4% | 32 |
|
|
2024
Q3 | $1.29M | Sell |
6,132
-89
| -1% | -$18.8K | 0.34% | 34 |
|
|
2024
Q2 | $1.26M | Buy |
6,221
+11
| +0.2% | +$2.23K | 0.36% | 32 |
|
|
2024
Q1 | $1.24M | Hold |
6,210
| – | – | 0.36% | 32 |
|
|
2023
Q4 | $1.06M | Hold |
6,210
| – | – | 0.33% | 33 |
|
|
2023
Q3 | $901K | Hold |
6,210
| – | – | 0.32% | 34 |
|
|
2023
Q2 | $903K | Buy |
6,210
+115
| +2% | +$16.7K | 0.31% | 35 |
|
|
2023
Q1 | $794K | Hold |
6,095
| – | – | 0.28% | 35 |
|
|
2022
Q4 | $817K | Sell |
6,095
-1,601
| -21% | -$215K | 0.3% | 38 |
|
|
2022
Q3 | $804K | Buy |
+7,696
| New | +$804K | 0.34% | 36 |
|