Total Clarity Wealth Management’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 | $3.28M | Buy |
11,325
+90
| +0.8% | +$26.1K | 0.94% | 31 |
|
|
2025
Q1 | $2.69M | Hold |
11,235
| – | – | 0.88% | 33 |
|
|
2024
Q4 | $2.69M | Buy |
11,235
+139
| +1% | +$33.3K | 0.88% | 33 |
|
|
2024
Q3 | $2.34M | Buy |
11,096
+332
| +3% | +$70K | 0.75% | 35 |
|
|
2024
Q2 | $2.18M | Sell |
10,764
-277
| -3% | -$56K | 0.76% | 37 |
|
|
2024
Q1 | $2.21M | Buy |
11,041
+1,773
| +19% | +$355K | 0.77% | 34 |
|
|
2023
Q4 | $1.58M | Sell |
9,268
-11
| -0.1% | -$1.87K | 0.65% | 43 |
|
|
2023
Q3 | $1.35M | Sell |
9,279
-194
| -2% | -$28.1K | 0.65% | 43 |
|
|
2023
Q2 | $1.38M | Buy |
9,473
+551
| +6% | +$80.1K | 0.68% | 37 |
|
|
2023
Q1 | $1.16M | Sell |
8,922
-3,651
| -29% | -$476K | 0.63% | 45 |
|
|
2022
Q4 | $1.69M | Buy |
12,573
+489
| +4% | +$65.6K | 0.86% | 24 |
|
|
2022
Q3 | $1.26M | Buy |
12,084
+654
| +6% | +$68.4K | 0.79% | 37 |
|
|
2022
Q2 | $1.29M | Buy |
11,430
+407
| +4% | +$45.8K | 0.67% | 37 |
|
|
2022
Q1 | $1.5M | Buy |
11,023
+767
| +7% | +$105K | 0.82% | 34 |
|
|
2021
Q4 | $1.62M | Buy |
10,256
+64
| +0.6% | +$10.1K | 0.74% | 29 |
|
|
2021
Q3 | $1.67M | Buy |
10,192
+295
| +3% | +$48.3K | 0.79% | 31 |
|
|
2021
Q2 | $1.54M | Buy |
9,897
+402
| +4% | +$62.5K | 0.86% | 33 |
|
|
2021
Q1 | $1.45M | Sell |
9,495
-92
| -1% | -$14K | 0.83% | 28 |
|
|
2020
Q4 | $1.22M | Sell |
9,587
-44
| -0.5% | -$5.59K | 0.85% | 33 |
|
|
2020
Q3 | $927K | Buy |
9,631
+227
| +2% | +$21.8K | 0.81% | 33 |
|
|
2020
Q2 | $885K | Buy |
9,404
+163
| +2% | +$15.3K | 0.81% | 36 |
|
|
2020
Q1 | $832K | Sell |
9,241
-310
| -3% | -$27.9K | 1.29% | 23 |
|
|
2019
Q4 | $1.33M | Buy |
+9,551
| New | +$1.33M | 1% | 24 |
|