Vivid 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 | $2.98M | Sell |
10,264
-828
| -7% | -$240K | 1.31% | 22 |
|
|
2025
Q1 | $2.72M | Sell |
11,092
-349
| -3% | -$85.6K | 1.36% | 19 |
|
|
2024
Q4 | $2.74M | Sell |
11,441
-278
| -2% | -$66.6K | 1.39% | 21 |
|
|
2024
Q3 | $2.47M | Sell |
11,719
-222
| -2% | -$46.8K | 1.29% | 27 |
|
|
2024
Q2 | $2.42M | Buy |
11,941
+6,735
| +129% | +$1.36M | 1.35% | 22 |
|
|
2024
Q1 | $1.04M | Sell |
5,206
-170
| -3% | -$34.1K | 0.65% | 28 |
|
|
2023
Q4 | $914K | Buy |
+5,376
| New | +$914K | 0.62% | 28 |
|