StrongBox 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 | $5.83M | Buy |
20,107
+840
| +4% | +$244K | 2.21% | 15 |
|
|
2025
Q1 | $4.73M | Sell |
19,267
-1,288
| -6% | -$316K | 1.97% | 19 |
|
|
2024
Q4 | $4.93M | Sell |
20,555
-482
| -2% | -$116K | 2.09% | 17 |
|
|
2024
Q3 | $4.44M | Buy |
21,037
+874
| +4% | +$184K | 1.9% | 19 |
|
|
2024
Q2 | $4.08M | Buy |
20,163
+212
| +1% | +$42.9K | 1.93% | 19 |
|
|
2024
Q1 | $4M | Sell |
19,951
-921
| -4% | -$184K | 2.11% | 18 |
|
|
2023
Q4 | $3.55M | Sell |
20,872
-116
| -0.6% | -$19.7K | 2.07% | 18 |
|
|
2023
Q3 | $3.04M | Sell |
20,988
-695
| -3% | -$101K | 1.94% | 18 |
|
|
2023
Q2 | $3.15M | Buy |
21,683
+3,124
| +17% | +$454K | 1.99% | 16 |
|
|
2023
Q1 | $2.42M | Buy |
18,559
+495
| +3% | +$64.5K | 1.62% | 21 |
|
|
2022
Q4 | $2.42M | Buy |
18,064
+653
| +4% | +$87.6K | 1.71% | 23 |
|
|
2022
Q3 | $1.82M | Sell |
17,411
-5,772
| -25% | -$603K | 1.32% | 29 |
|
|
2022
Q2 | $2.61M | Buy |
23,183
+2,223
| +11% | +$250K | 1.69% | 16 |
|
|
2022
Q1 | $2.86M | Buy |
20,960
+5,239
| +33% | +$714K | 1.63% | 20 |
|
|
2021
Q4 | $2.49M | Buy |
15,721
+1,585
| +11% | +$251K | 1.24% | 29 |
|
|
2021
Q3 | $2.31M | Buy |
14,136
+796
| +6% | +$130K | 1.3% | 28 |
|
|
2021
Q2 | $2.08M | Buy |
13,340
+3
| +0% | +$467 | 1.19% | 30 |
|
|
2021
Q1 | $2.03M | Sell |
13,337
-399
| -3% | -$60.7K | 1.26% | 26 |
|
|
2020
Q4 | $1.75M | Sell |
13,736
-118
| -0.9% | -$15K | 1.13% | 29 |
|
|
2020
Q3 | $1.33M | Buy |
13,854
+379
| +3% | +$36.5K | 0.98% | 29 |
|
|
2020
Q2 | $1.27M | Buy |
13,475
+2,213
| +20% | +$208K | 1.15% | 29 |
|
|
2020
Q1 | $1.01M | Buy |
+11,262
| New | +$1.01M | 1.15% | 31 |
|