Tower Wealth Partners’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 | $582K | Sell |
2,009
-25
| -1% | -$7.25K | 0.34% | 33 |
|
|
2025
Q1 | $499K | Sell |
2,034
-46
| -2% | -$11.3K | 0.27% | 38 |
|
|
2024
Q4 | $499K | Sell |
2,080
-51
| -2% | -$12.2K | 0.26% | 36 |
|
|
2024
Q3 | $449K | Sell |
2,131
-11
| -0.5% | -$2.32K | 0.26% | 37 |
|
|
2024
Q2 | $433K | Buy |
2,142
+375
| +21% | +$75.8K | 0.27% | 34 |
|
|
2024
Q1 | $354K | Sell |
1,767
-700
| -28% | -$140K | 0.23% | 43 |
|
|
2023
Q4 | $420K | Sell |
2,467
-35
| -1% | -$5.95K | 0.3% | 36 |
|
|
2023
Q3 | $363K | Sell |
2,502
-270
| -10% | -$39.2K | 0.3% | 36 |
|
|
2023
Q2 | $403K | Buy |
2,772
+15
| +0.5% | +$2.18K | 0.32% | 34 |
|
|
2023
Q1 | $359K | Buy |
2,757
+63
| +2% | +$8.21K | 0.3% | 35 |
|
|
2022
Q4 | $361K | Hold |
2,694
| – | – | 0.31% | 37 |
|
|
2022
Q3 | $339K | Buy |
2,694
+114
| +4% | +$14.3K | 0.32% | 37 |
|
|
2022
Q2 | $291K | Buy |
2,580
+847
| +49% | +$95.5K | 0.39% | 35 |
|
|
2022
Q1 | $236K | Sell |
1,733
-414
| -19% | -$56.4K | 0.26% | 42 |
|
|
2021
Q4 | $340K | Buy |
2,147
+373
| +21% | +$59.1K | 0.34% | 36 |
|
|
2021
Q3 | $290K | Buy |
1,774
+55
| +3% | +$8.99K | 0.31% | 39 |
|
|
2021
Q2 | $267K | Hold |
1,719
| – | – | 0.29% | 39 |
|
|
2021
Q1 | $262K | Sell |
1,719
-125
| -7% | -$19.1K | 0.34% | 43 |
|
|
2020
Q4 | $234K | Buy |
+1,844
| New | +$234K | 0.27% | 42 |
|