Twin City Private 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 | $3.59M | Sell |
12,396
-6,136
| -33% | -$1.78M | 2.94% | 2 |
|
|
2025
Q1 | $4.55M | Sell |
18,532
-237
| -1% | -$58.1K | 4% | 1 |
|
|
2024
Q4 | $4.5M | Sell |
18,769
-119
| -0.6% | -$28.5K | 3.98% | 1 |
|
|
2024
Q3 | $3.98M | Sell |
18,888
-71
| -0.4% | -$15K | 3.45% | 1 |
|
|
2024
Q2 | $3.83M | Buy |
18,959
+57
| +0.3% | +$11.5K | 3.62% | 1 |
|
|
2024
Q1 | $3.79M | Buy |
+18,902
| New | +$3.79M | 3.73% | 1 |
|