Towerpoint 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 | $416K | Buy |
1,435
+56
| +4% | +$16.2K | 0.18% | 61 |
|
|
2025
Q1 | $338K | Sell |
1,379
-102
| -7% | -$25K | 0.17% | 62 |
|
|
2024
Q4 | $355K | Buy |
1,481
+102
| +7% | +$24.5K | 0.17% | 58 |
|
|
2024
Q3 | $291K | Hold |
1,379
| – | – | 0.14% | 67 |
|
|
2024
Q2 | $279K | Buy |
1,379
+246
| +22% | +$49.8K | 0.14% | 64 |
|
|
2024
Q1 | $227K | Buy |
+1,133
| New | +$227K | 0.11% | 73 |
|