Thrive Capital Management (Pennsylvania)’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 | $510K | Buy |
1,760
+400
| +29% | +$116K | 0.16% | 122 |
|
|
2025
Q1 | $333K | Buy |
+1,360
| New | +$333K | 0.2% | 95 |
|
|
2024
Q4 | – | Sell |
-1,536
| Closed | -$324K | – | 137 |
|
|
2024
Q3 | $324K | Sell |
1,536
-261
| -15% | -$55K | 0.15% | 147 |
|
|
2024
Q2 | $364K | Buy |
1,797
+197
| +12% | +$39.9K | 0.17% | 146 |
|
|
2024
Q1 | $321K | Sell |
1,600
-1,146
| -42% | -$230K | 0.17% | 75 |
|
|
2023
Q4 | $467K | Buy |
2,746
+521
| +23% | +$88.6K | 0.25% | 66 |
|
|
2023
Q3 | $323K | Buy |
2,225
+341
| +18% | +$49.4K | 0.18% | 92 |
|
|
2023
Q2 | $274K | Buy |
1,884
+157
| +9% | +$22.8K | 0.16% | 101 |
|
|
2023
Q1 | $222K | Sell |
1,727
-2,254
| -57% | -$290K | 0.14% | 113 |
|
|
2022
Q4 | $534K | Buy |
3,981
+772
| +24% | +$104K | 0.35% | 58 |
|
|
2022
Q3 | $335K | Buy |
+3,209
| New | +$335K | 0.23% | 76 |
|
|
2022
Q2 | – | Sell |
-1,935
| Closed | -$264K | – | 110 |
|
|
2022
Q1 | $264K | Sell |
1,935
-3,219
| -62% | -$439K | 0.16% | 80 |
|
|
2021
Q4 | $816K | Sell |
5,154
-3,473
| -40% | -$550K | 0.53% | 43 |
|
|
2021
Q3 | $1.41M | Buy |
8,627
+1,240
| +17% | +$203K | 1.04% | 28 |
|
|
2021
Q2 | $1.15M | Buy |
7,387
+2,123
| +40% | +$330K | 0.89% | 35 |
|
|
2021
Q1 | $801K | Buy |
5,264
+951
| +22% | +$145K | 0.75% | 35 |
|
|
2020
Q4 | $548K | Buy |
+4,313
| New | +$548K | 0.58% | 44 |
|