Von Berge Wealth Management Group’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 | $504K | Buy |
1,730
+9
| +0.5% | +$2.62K | 0.28% | 40 |
|
|
2025
Q1 | $421K | Buy |
1,721
+6
| +0.3% | +$1.47K | 0.27% | 40 |
|
|
2024
Q4 | $460K | Sell |
1,715
-12
| -0.7% | -$3.22K | 0.28% | 40 |
|
|
2024
Q3 | $427K | Sell |
1,727
-26
| -1% | -$6.42K | 0.26% | 40 |
|
|
2024
Q2 | $360K | Hold |
1,753
| – | – | 0.23% | 42 |
|
|
2024
Q1 | $351K | Hold |
1,753
| – | – | 0.23% | 41 |
|
|
2023
Q4 | $296K | Sell |
1,753
-2,167
| -55% | -$366K | 0.23% | 48 |
|
|
2023
Q3 | $568K | Buy |
3,920
+2,400
| +158% | +$348K | 0.49% | 32 |
|
|
2023
Q2 | $221K | Buy |
+1,520
| New | +$221K | 0.18% | 58 |
|
|
2022
Q4 | – | Sell |
-2,020
| Closed | -$212K | – | 63 |
|
|
2022
Q3 | $212K | Hold |
2,020
| – | – | 0.23% | 51 |
|
|
2022
Q2 | $226K | Sell |
2,020
-500
| -20% | -$55.9K | 0.23% | 49 |
|
|
2022
Q1 | $318K | Buy |
2,520
+1,000
| +66% | +$126K | 0.29% | 43 |
|
|
2021
Q4 | $226K | Buy |
+1,520
| New | +$226K | 0.21% | 57 |
|