VanderPol Investments’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 | $313K | Sell |
1,079
-42
| -4% | -$12.2K | 0.66% | 32 |
|
2025
Q1 | $275K | Buy |
1,121
+10
| +0.9% | +$2.45K | 0.58% | 36 |
|
2024
Q4 | $266K | Buy |
1,111
+83
| +8% | +$19.9K | 0.58% | 39 |
|
2024
Q3 | $217K | Buy |
1,028
+34
| +3% | +$7.17K | 0.48% | 43 |
|
2024
Q2 | $201K | Buy |
+994
| New | +$201K | 0.61% | 43 |
|