Silverlake 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 | $1.24M | Buy |
4,277
+1,682
| +65% | +$488K | 0.36% | 84 |
|
|
2025
Q1 | $637K | Buy |
2,595
+41
| +2% | +$10.1K | 0.24% | 107 |
|
|
2024
Q4 | $612K | Sell |
2,554
-647
| -20% | -$155K | 0.23% | 108 |
|
|
2024
Q3 | $675K | Sell |
3,201
-337
| -10% | -$71.1K | 0.26% | 100 |
|
|
2024
Q2 | $716K | Sell |
3,538
-165
| -4% | -$33.4K | 0.29% | 88 |
|
|
2024
Q1 | $742K | Buy |
3,703
+167
| +5% | +$33.5K | 0.38% | 68 |
|
|
2023
Q4 | $601K | Sell |
3,536
-308
| -8% | -$52.4K | 0.33% | 77 |
|
|
2023
Q3 | $557K | Buy |
3,844
+32
| +0.8% | +$4.64K | 0.31% | 81 |
|
|
2023
Q2 | $554K | Sell |
3,812
-74
| -2% | -$10.8K | 0.31% | 77 |
|
|
2023
Q1 | $506K | Sell |
3,886
-179
| -4% | -$23.3K | 0.31% | 77 |
|
|
2022
Q4 | $545K | Sell |
4,065
-33
| -0.8% | -$4.43K | 0.34% | 69 |
|
|
2022
Q3 | $428K | Sell |
4,098
-20
| -0.5% | -$2.09K | 0.29% | 88 |
|
|
2022
Q2 | $464K | Buy |
4,118
+73
| +2% | +$8.22K | 0.3% | 82 |
|
|
2022
Q1 | $551K | Buy |
4,045
+157
| +4% | +$21.4K | 0.31% | 77 |
|
|
2021
Q4 | $616K | Buy |
+3,888
| New | +$616K | 0.33% | 76 |
|