Tyche Wealth Partners’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 | $5.65M | Buy |
19,475
+225
| +1% | +$65.2K | 1.13% | 21 |
|
|
2025
Q1 | $4.72M | Sell |
19,250
-459
| -2% | -$113K | 1.02% | 22 |
|
|
2024
Q4 | $4.72M | Buy |
19,709
+2,170
| +12% | +$520K | 1% | 23 |
|
|
2024
Q3 | $3.7M | Sell |
17,539
-416
| -2% | -$87.7K | 0.84% | 28 |
|
|
2024
Q2 | $3.63M | Sell |
17,955
-2,195
| -11% | -$444K | 0.88% | 26 |
|
|
2024
Q1 | $4.04M | Sell |
20,150
-4,619
| -19% | -$925K | 0.99% | 24 |
|
|
2023
Q4 | $4.21M | Buy |
+24,769
| New | +$4.21M | 1.02% | 23 |
|