ViaWealth’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 | $1.48M | Buy |
5,090
+108
| +2% | +$31.3K | 0.87% | 31 |
|
|
2025
Q1 | $1.22M | Buy |
4,982
+5
| +0.1% | +$1.23K | 0.75% | 36 |
|
|
2024
Q4 | $1.19M | Sell |
4,977
-541
| -10% | -$130K | 0.72% | 40 |
|
|
2024
Q3 | $1.16M | Sell |
5,518
-468
| -8% | -$98.7K | 0.68% | 41 |
|
|
2024
Q2 | $1.21M | Sell |
5,986
-119
| -2% | -$24.1K | 0.75% | 35 |
|
|
2024
Q1 | $1.22M | Buy |
6,105
+16
| +0.3% | +$3.21K | 0.76% | 33 |
|
|
2023
Q4 | $1.04M | Sell |
6,089
-586
| -9% | -$99.7K | 0.71% | 36 |
|
|
2023
Q3 | $968K | Sell |
6,675
-43
| -0.6% | -$6.24K | 0.71% | 39 |
|
|
2023
Q2 | $977K | Buy |
6,718
+10
| +0.1% | +$1.46K | 0.73% | 38 |
|
|
2023
Q1 | $874K | Buy |
6,708
+13
| +0.2% | +$1.69K | 0.69% | 43 |
|
|
2022
Q4 | $920K | Buy |
+6,695
| New | +$920K | 0.76% | 33 |
|