Spectrum Wealth Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.9M | Sell |
56,869
-58
| -0.1% | -$14.2K | 1.67% | 15 |
|
|
2024
Q4 | $13.6M | Sell |
56,927
-272
| -0.5% | -$65.2K | 1.6% | 14 |
|
|
2024
Q3 | $12.1M | Sell |
57,199
-1,256
| -2% | -$265K | 1.42% | 16 |
|
|
2024
Q2 | $11.8M | Sell |
58,455
-2,071
| -3% | -$419K | 1.5% | 17 |
|
|
2024
Q1 | $12.1M | Sell |
60,526
-321
| -0.5% | -$64.3K | 1.48% | 14 |
|
|
2023
Q4 | $10.4M | Buy |
+60,847
| New | +$10.4M | 1.43% | 14 |
|