True Wealth Design’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 | $120K | Buy |
415
+23
| +6% | +$6.67K | 0.04% | 87 |
|
|
2025
Q1 | $96.1K | Buy |
392
+133
| +51% | +$32.6K | 0.04% | 99 |
|
|
2024
Q4 | $62.1K | Buy |
259
+25
| +11% | +$5.99K | 0.02% | 129 |
|
|
2024
Q3 | $49.3K | Sell |
234
-100
| -30% | -$21.1K | 0.02% | 148 |
|
|
2024
Q2 | $67.5K | Hold |
334
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $66.8K | Sell |
334
-53
| -14% | -$10.6K | 0.02% | 152 |
|
|
2023
Q4 | $65.8K | Buy |
387
+33
| +9% | +$5.61K | 0.02% | 144 |
|
|
2023
Q3 | $51.3K | Sell |
354
-211
| -37% | -$30.6K | 0.02% | 147 |
|
|
2023
Q2 | $82.1K | Sell |
565
-68
| -11% | -$9.88K | 0.03% | 135 |
|
|
2023
Q1 | $82.4K | Buy |
633
+68
| +12% | +$8.86K | 0.03% | 142 |
|
|
2022
Q4 | $75.7K | Buy |
+565
| New | +$75.7K | 0.04% | 133 |
|