SW
Simplicity Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
52,585
+22,740
| +76% | +$6.59M | 0.63% | 29 |
|
|
2025
Q1 | $7.32M | Buy |
29,845
+13,166
| +79% | +$3.23M | 0.57% | 35 |
|
|
2024
Q4 | $4M | Sell |
16,679
-14,004
| -46% | -$3.36M | 0.83% | 23 |
|
|
2024
Q3 | $6.47M | Sell |
30,683
-84,384
| -73% | -$17.8M | 0.6% | 36 |
|
|
2024
Q2 | $23.3M | Buy |
115,067
+9,236
| +9% | +$1.87M | 0.53% | 32 |
|
|
2024
Q1 | $21.2M | Buy |
105,831
+103,659
| +4,773% | +$20.8M | 0.51% | 30 |
|
|
2023
Q4 | $369K | Buy |
+2,172
| New | +$369K | 0.14% | 120 |
|