TrueWealth Advisors’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 | $1.41M | Sell |
4,869
-51
| -1% | -$14.8K | 0.42% | 47 |
|
|
2025
Q1 | $1.21M | Sell |
4,920
-170
| -3% | -$41.7K | 0.4% | 52 |
|
|
2024
Q4 | $1.22M | Sell |
5,090
-1,373
| -21% | -$329K | 0.41% | 57 |
|
|
2024
Q3 | $1.36M | Buy |
6,463
+273
| +4% | +$57.6K | 0.46% | 49 |
|
|
2024
Q2 | $1.25M | Sell |
6,190
-896
| -13% | -$181K | 0.46% | 44 |
|
|
2024
Q1 | $1.42M | Buy |
7,086
+399
| +6% | +$79.9K | 0.55% | 38 |
|
|
2023
Q4 | $1.14M | Buy |
6,687
+633
| +10% | +$108K | 0.44% | 43 |
|
|
2023
Q3 | $878K | Buy |
6,054
+1,923
| +47% | +$279K | 0.37% | 52 |
|
|
2023
Q2 | $601K | Sell |
4,131
-44
| -1% | -$6.4K | 0.25% | 74 |
|
|
2023
Q1 | $544K | Buy |
4,175
+416
| +11% | +$54.2K | 0.23% | 78 |
|
|
2022
Q4 | $504K | Buy |
3,759
+273
| +8% | +$36.6K | 0.22% | 77 |
|
|
2022
Q3 | $364K | Buy |
3,486
+71
| +2% | +$7.41K | 0.17% | 96 |
|
|
2022
Q2 | $385K | Buy |
3,415
+24
| +0.7% | +$2.71K | 0.18% | 100 |
|
|
2022
Q1 | $537K | Hold |
3,391
| – | – | 0.24% | 85 |
|
|
2021
Q4 | $537K | Buy |
3,391
+334
| +11% | +$52.9K | 0.24% | 85 |
|
|
2021
Q3 | $500K | Sell |
3,057
-167
| -5% | -$27.3K | 0.28% | 72 |
|
|
2021
Q2 | $501K | Buy |
3,224
+20
| +0.6% | +$3.11K | 0.29% | 66 |
|
|
2021
Q1 | $478K | Buy |
3,204
+605
| +23% | +$90.3K | 0.31% | 67 |
|
|
2020
Q4 | $359K | Buy |
+2,599
| New | +$359K | 0.31% | 61 |
|