Trueblood Wealth Management’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 | $13M | Sell |
44,793
-1,638
| -4% | -$475K | 5.43% | 1 |
|
|
2025
Q1 | $11.4M | Sell |
46,431
-3,148
| -6% | -$772K | 5.28% | 1 |
|
|
2024
Q4 | $11.9M | Sell |
49,579
-3,854
| -7% | -$924K | 5.86% | 1 |
|
|
2024
Q3 | $11.3M | Sell |
53,433
-1,050
| -2% | -$221K | 5.66% | 1 |
|
|
2024
Q2 | $11M | Sell |
54,483
-61
| -0.1% | -$12.3K | 6.22% | 1 |
|
|
2024
Q1 | $10.9M | Sell |
54,544
-2,108
| -4% | -$422K | 6.26% | 1 |
|
|
2023
Q4 | $9.64M | Buy |
+56,652
| New | +$9.64M | 6.05% | 1 |
|