Traveka 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 | $1.97M | Buy |
6,800
+44
| +0.7% | +$12.8K | 1.04% | 27 |
|
|
2025
Q1 | $1.66M | Buy |
6,756
+186
| +3% | +$45.6K | 0.93% | 32 |
|
|
2024
Q4 | $1.57M | Buy |
6,570
+1,532
| +30% | +$367K | 0.87% | 32 |
|
|
2024
Q3 | $1.06M | Buy |
5,038
+252
| +5% | +$53.1K | 0.54% | 36 |
|
|
2024
Q2 | $968K | Buy |
4,786
+5
| +0.1% | +$1.01K | 0.47% | 37 |
|
|
2024
Q1 | $958K | Sell |
4,781
-892
| -16% | -$179K | 0.44% | 37 |
|
|
2023
Q4 | $965K | Buy |
+5,673
| New | +$965K | 0.49% | 40 |
|