Significant 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 | $335K | Sell |
1,154
-10
| -0.9% | -$2.9K | 0.16% | 62 |
|
|
2025
Q1 | $286K | Buy |
1,164
+2
| +0.2% | +$491 | 0.15% | 61 |
|
|
2024
Q4 | $278K | Buy |
1,162
+8
| +0.7% | +$1.92K | 0.14% | 55 |
|
|
2024
Q3 | $243K | Sell |
1,154
-48
| -4% | -$10.1K | 0.13% | 60 |
|
|
2024
Q2 | $243K | Buy |
1,202
+6
| +0.5% | +$1.21K | 0.14% | 53 |
|
|
2024
Q1 | $240K | Sell |
1,196
-228
| -16% | -$45.7K | 0.16% | 134 |
|
|
2023
Q4 | $242K | Buy |
+1,424
| New | +$242K | 0.18% | 130 |
|