Tyler-Stone 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 | $3.16M | Sell |
10,908
-372
| -3% | -$108K | 0.51% | 42 |
|
|
2025
Q1 | $2.77M | Sell |
11,280
-180
| -2% | -$44.2K | 0.5% | 47 |
|
|
2024
Q4 | $2.75M | Buy |
11,460
+1,406
| +14% | +$337K | 0.49% | 46 |
|
|
2024
Q3 | $2.12M | Buy |
10,054
+6,116
| +155% | +$1.29M | 0.4% | 49 |
|
|
2024
Q2 | $796K | Sell |
3,938
-172
| -4% | -$34.8K | 0.33% | 56 |
|
|
2024
Q1 | $823K | Sell |
4,110
-201
| -5% | -$40.3K | 0.36% | 51 |
|
|
2023
Q4 | $733K | Sell |
4,311
-45
| -1% | -$7.66K | 0.37% | 60 |
|
|
2023
Q3 | $632K | Sell |
4,356
-144
| -3% | -$20.9K | 0.36% | 57 |
|
|
2023
Q2 | $654K | Buy |
+4,500
| New | +$654K | 0.37% | 60 |
|
|
2022
Q4 | $596K | Buy |
4,444
+63
| +1% | +$8.45K | 0.41% | 59 |
|
|
2022
Q3 | $458K | Sell |
4,381
-81
| -2% | -$8.47K | 0.35% | 64 |
|
|
2022
Q2 | $502K | Sell |
4,462
-252
| -5% | -$28.4K | 0.33% | 67 |
|
|
2022
Q1 | $643K | Buy |
4,714
+663
| +16% | +$90.4K | 0.35% | 62 |
|
|
2021
Q4 | $642K | Buy |
+4,051
| New | +$642K | 0.34% | 62 |
|