ShoreHaven Wealth Partners’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 | $413K | Buy |
1,425
+256
| +22% | +$74.2K | 0.17% | 69 |
|
|
2025
Q1 | $287K | Buy |
1,169
+73
| +7% | +$17.9K | 0.14% | 77 |
|
|
2024
Q4 | $263K | Buy |
1,096
+5
| +0.5% | +$1.2K | 0.12% | 82 |
|
|
2024
Q3 | $230K | Buy |
1,091
+18
| +2% | +$3.8K | 0.11% | 79 |
|
|
2024
Q2 | $217K | Buy |
+1,073
| New | +$217K | 0.11% | 76 |
|
|
2023
Q4 | – | Sell |
-1,474
| Closed | -$214K | – | 80 |
|
|
2023
Q3 | $214K | Sell |
1,474
-67
| -4% | -$9.72K | 0.15% | 68 |
|
|
2023
Q2 | $224K | Sell |
1,541
-90
| -6% | -$13.1K | 0.15% | 64 |
|
|
2023
Q1 | $213K | Buy |
1,631
+9
| +0.6% | +$1.17K | 0.15% | 65 |
|
|
2022
Q4 | $217K | Buy |
+1,622
| New | +$217K | 0.15% | 70 |
|
|
2022
Q3 | – | Sell |
-1,911
| Closed | -$215K | – | 77 |
|
|
2022
Q2 | $215K | Buy |
1,911
+262
| +16% | +$29.5K | 0.15% | 66 |
|
|
2022
Q1 | $224K | Buy |
1,649
+69
| +4% | +$9.37K | 0.12% | 57 |
|
|
2021
Q4 | $250K | Sell |
1,580
-134
| -8% | -$21.2K | 0.12% | 40 |
|
|
2021
Q3 | $280K | Sell |
1,714
-33
| -2% | -$5.39K | 0.15% | 37 |
|
|
2021
Q2 | $271K | Sell |
1,747
-1,123
| -39% | -$174K | 0.15% | 42 |
|
|
2021
Q1 | $437K | Buy |
2,870
+1,074
| +60% | +$164K | 0.24% | 40 |
|
|
2020
Q4 | $228K | Buy |
+1,796
| New | +$228K | 0.13% | 46 |
|