SteelPeak Wealth’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 | $19M | Sell |
65,660
-1,968
| -3% | -$571K | 0.74% | 32 |
|
|
2025
Q1 | $16.6M | Buy |
67,628
+13,832
| +26% | +$3.39M | 0.69% | 33 |
|
|
2024
Q4 | $12.9M | Sell |
53,796
-14,468
| -21% | -$3.47M | 0.52% | 39 |
|
|
2024
Q3 | $14.4M | Sell |
68,264
-714
| -1% | -$151K | 0.63% | 36 |
|
|
2024
Q2 | $14M | Sell |
68,978
-8,336
| -11% | -$1.69M | 0.65% | 38 |
|
|
2024
Q1 | $15.5M | Buy |
77,314
+3,557
| +5% | +$712K | 0.78% | 31 |
|
|
2023
Q4 | $12.5M | Sell |
73,757
-44,177
| -37% | -$7.51M | 0.73% | 29 |
|
|
2023
Q3 | $17.1M | Sell |
117,934
-35,788
| -23% | -$5.19M | 1.07% | 22 |
|
|
2023
Q2 | $22.4M | Buy |
153,722
+12,977
| +9% | +$1.89M | 1.33% | 17 |
|
|
2023
Q1 | $18.3M | Buy |
140,745
+2,786
| +2% | +$363K | 1.24% | 17 |
|
|
2022
Q4 | $18.5M | Buy |
137,959
+9,649
| +8% | +$1.29M | 1.36% | 16 |
|
|
2022
Q3 | $13.4M | Buy |
128,310
+2,838
| +2% | +$297K | 1% | 21 |
|
|
2022
Q2 | $14.1M | Buy |
125,472
+82,342
| +191% | +$9.27M | 1.02% | 22 |
|
|
2022
Q1 | $5.88M | Sell |
43,130
-26,902
| -38% | -$3.67M | 0.33% | 67 |
|
|
2021
Q4 | $11.1M | Sell |
70,032
-15,517
| -18% | -$2.46M | 0.63% | 34 |
|
|
2021
Q3 | $14M | Buy |
85,549
+7,501
| +10% | +$1.23M | 0.93% | 24 |
|
|
2021
Q2 | $12.1M | Sell |
78,048
-8,592
| -10% | -$1.34M | 0.85% | 28 |
|
|
2021
Q1 | $13.2M | Buy |
86,640
+4,935
| +6% | +$751K | 1.04% | 23 |
|
|
2020
Q4 | $10.4M | Buy |
81,705
+3,416
| +4% | +$434K | 0.94% | 24 |
|
|
2020
Q3 | $7.54M | Buy |
78,289
+4,287
| +6% | +$413K | 0.81% | 30 |
|
|
2020
Q2 | $6.96M | Sell |
74,002
-8,566
| -10% | -$806K | 0.88% | 24 |
|
|
2020
Q1 | $7.43M | Buy |
82,568
+14,495
| +21% | +$1.31M | 1.17% | 18 |
|
|
2019
Q4 | $9.49M | Buy |
+68,073
| New | +$9.49M | 1.31% | 15 |
|