Transcendent Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-536
| Closed | -$128K | – | 264 |
|
|
2024
Q4 | $128K | Hold |
536
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $113K | Hold |
536
| – | – | 0.06% | 142 |
|
|
2024
Q2 | $108K | Buy |
536
+11
| +2% | +$2.23K | 0.06% | 128 |
|
|
2024
Q1 | $105K | Buy |
525
+213
| +68% | +$42.7K | 0.06% | 132 |
|
|
2023
Q4 | $53.1K | Buy |
+312
| New | +$53.1K | 0.04% | 144 |
|