Warther Private Wealth’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 | $620K | Sell |
2,138
-317
| -13% | -$91.9K | 0.16% | 32 |
|
|
2025
Q1 | $602K | Sell |
2,455
-144
| -6% | -$35.3K | 0.2% | 33 |
|
|
2024
Q4 | $623K | Sell |
2,599
-1,411
| -35% | -$338K | 0.21% | 36 |
|
|
2024
Q3 | $846K | Sell |
4,010
-1,589
| -28% | -$335K | 0.3% | 31 |
|
|
2024
Q2 | $1.13M | Buy |
5,599
+980
| +21% | +$198K | 0.44% | 29 |
|
|
2024
Q1 | $925K | Buy |
4,619
+532
| +13% | +$107K | 0.41% | 32 |
|
|
2023
Q4 | $695K | Sell |
4,087
-8,994
| -69% | -$1.53M | 0.39% | 29 |
|
|
2023
Q3 | $1.9M | Sell |
13,081
-3,465
| -21% | -$503K | 1.26% | 25 |
|
|
2023
Q2 | $2.41M | Buy |
16,546
+467
| +3% | +$67.9K | 1.64% | 19 |
|
|
2023
Q1 | $2.1M | Sell |
16,079
-1,968
| -11% | -$256K | 1.6% | 21 |
|
|
2022
Q4 | $2.42M | Sell |
18,047
-3,277
| -15% | -$439K | 1.81% | 19 |
|
|
2022
Q3 | $2.23M | Sell |
21,324
-1,116
| -5% | -$117K | 1.76% | 19 |
|
|
2022
Q2 | $2.56M | Buy |
22,440
+2,277
| +11% | +$260K | 1.87% | 8 |
|
|
2022
Q1 | $2.73M | Buy |
20,163
+3,897
| +24% | +$527K | 1.78% | 11 |
|
|
2021
Q4 | $2.63M | Buy |
16,266
+1,256
| +8% | +$203K | 1.95% | 8 |
|
|
2021
Q3 | $2.51M | Buy |
15,010
+698
| +5% | +$117K | 2.24% | 7 |
|
|
2021
Q2 | $2.25M | Buy |
+14,312
| New | +$2.25M | 2.18% | 9 |
|