Vawter Financial’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 | $270K | Sell |
931
-3,040
| -77% | -$881K | 3.05% | 16 |
|
|
2025
Q1 | $974K | Buy |
3,971
+41
| +1% | +$10.1K | 0.55% | 37 |
|
|
2024
Q4 | $942K | Buy |
3,930
+30
| +0.8% | +$7.19K | 0.57% | 35 |
|
|
2024
Q3 | $822K | Buy |
3,900
+350
| +10% | +$73.8K | 0.5% | 37 |
|
|
2024
Q2 | $718K | Buy |
3,550
+829
| +30% | +$168K | 0.49% | 39 |
|
|
2024
Q1 | $545K | Sell |
2,721
-121
| -4% | -$24.2K | 0.4% | 42 |
|
|
2023
Q4 | $483K | Buy |
2,842
+468
| +20% | +$79.6K | 0.38% | 41 |
|
|
2023
Q3 | $344K | Buy |
2,374
+1,060
| +81% | +$154K | 0.39% | 46 |
|
|
2023
Q2 | $526K | Buy |
+1,314
| New | +$526K | 0.45% | 39 |
|