Trajan 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 | $14.8M | Sell |
51,193
-1,335
| -3% | -$387K | 0.73% | 42 |
|
|
2025
Q1 | $12.9M | Buy |
52,528
+3,209
| +7% | +$787K | 0.7% | 41 |
|
|
2024
Q4 | $11.8M | Sell |
49,319
-120
| -0.2% | -$28.8K | 0.65% | 41 |
|
|
2024
Q3 | $10.4M | Buy |
49,439
+2,402
| +5% | +$506K | 0.61% | 47 |
|
|
2024
Q2 | $9.51M | Buy |
47,037
+2,005
| +4% | +$406K | 0.61% | 44 |
|
|
2024
Q1 | $9.02M | Buy |
+45,032
| New | +$9.02M | 0.61% | 44 |
|