Strategic Wealth Investment Group’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 | $1.85M | Buy |
6,394
+381
| +6% | +$110K | 2.68% | 12 |
|
|
2025
Q1 | $1.47M | Sell |
6,013
-97,521
| -94% | -$23.9M | 2.57% | 10 |
|
|
2024
Q4 | $24.8M | Buy |
103,534
+1,886
| +2% | +$452K | 2.74% | 13 |
|
|
2024
Q3 | $21M | Buy |
101,648
+28,780
| +39% | +$5.96M | 2.25% | 13 |
|
|
2024
Q2 | $15M | Buy |
+72,868
| New | +$15M | 1.89% | 15 |
|
|
2023
Q4 | $13.2M | Buy |
77,436
+5,916
| +8% | +$1.01M | 1.98% | 16 |
|
|
2023
Q3 | $10.4M | Sell |
71,520
-5,231
| -7% | -$759K | 1.88% | 15 |
|
|
2023
Q2 | $11.2M | Buy |
76,751
+11,172
| +17% | +$1.62M | 1.77% | 16 |
|
|
2023
Q1 | $8.55M | Buy |
65,579
+6,943
| +12% | +$905K | 1.59% | 20 |
|
|
2022
Q4 | $8.01M | Buy |
58,636
+7,453
| +15% | +$1.02M | 1.85% | 17 |
|
|
2022
Q3 | $5.35M | Buy |
51,183
+5,710
| +13% | +$597K | 1.54% | 16 |
|
|
2022
Q2 | $5.12M | Buy |
45,473
+9,173
| +25% | +$1.03M | 1.28% | 16 |
|
|
2022
Q1 | $4.95M | Buy |
36,300
+6,237
| +21% | +$850K | 1.18% | 24 |
|
|
2021
Q4 | $4.76M | Buy |
30,063
+4,847
| +19% | +$768K | 1.24% | 21 |
|
|
2021
Q3 | $4.12M | Buy |
25,216
+5,654
| +29% | +$923K | 1.23% | 22 |
|
|
2021
Q2 | $3.04M | Buy |
19,562
+3,973
| +25% | +$618K | 1.08% | 24 |
|
|
2021
Q1 | $2.37M | Buy |
15,589
+1,220
| +8% | +$186K | 1.14% | 23 |
|
|
2020
Q4 | $1.83M | Buy |
14,369
+663
| +5% | +$84.3K | 1.07% | 25 |
|
|
2020
Q3 | $1.32M | Buy |
13,706
+734
| +6% | +$70.6K | 0.99% | 30 |
|
|
2020
Q2 | $1.22M | Buy |
12,972
+3,287
| +34% | +$309K | 1.2% | 23 |
|
|
2020
Q1 | $872K | Sell |
9,685
-1,005
| -9% | -$90.5K | 1.42% | 22 |
|
|
2019
Q4 | $1.49M | Buy |
+10,690
| New | +$1.49M | 1.55% | 19 |
|