Silvia McColl 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 | $1.63M | Sell |
5,608
-80
| -1% | -$23.2K | 1.18% | 22 |
|
|
2025
Q1 | $1.4M | Buy |
5,688
+28
| +0.5% | +$6.87K | 1.06% | 22 |
|
|
2024
Q4 | $1.36M | Sell |
5,660
-168
| -3% | -$40.3K | 1.02% | 26 |
|
|
2024
Q3 | $1.23M | Sell |
5,828
-150
| -3% | -$31.6K | 0.92% | 27 |
|
|
2024
Q2 | $1.21M | Hold |
5,978
| – | – | 1% | 23 |
|
|
2024
Q1 | $1.17M | Buy |
5,978
+58
| +1% | +$11.3K | 1% | 23 |
|
|
2023
Q4 | $1.01M | Sell |
5,920
-140
| -2% | -$23.8K | 0.91% | 28 |
|
|
2023
Q3 | $879K | Sell |
6,060
-558
| -8% | -$80.9K | 0.88% | 28 |
|
|
2023
Q2 | $963K | Hold |
6,618
| – | – | 0.89% | 28 |
|
|
2023
Q1 | $862K | Buy |
6,618
+210
| +3% | +$27.4K | 0.85% | 31 |
|
|
2022
Q4 | $859K | Buy |
+6,408
| New | +$859K | 0.84% | 31 |
|