Waterford Advisors’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 | $625K | Buy |
5,876
+3,719
| +172% | +$396K | 0.23% | 32 |
|
|
2025
Q1 | $529K | Hold |
2,157
| – | – | 0.22% | 31 |
|
|
2024
Q4 | $517K | Sell |
2,157
-100
| -4% | -$24K | 0.26% | 28 |
|
|
2024
Q3 | $476K | Hold |
2,257
| – | – | 0.24% | 32 |
|
|
2024
Q2 | $457K | Buy |
2,257
+100
| +5% | +$20.2K | 0.19% | 35 |
|
|
2024
Q1 | $432K | Sell |
2,157
-10
| -0.5% | -$2K | 0.18% | 39 |
|
|
2023
Q4 | $369K | Buy |
2,167
+50
| +2% | +$8.51K | 0.17% | 35 |
|
|
2023
Q3 | $307K | Buy |
2,117
+325
| +18% | +$47.1K | 0.17% | 36 |
|
|
2023
Q2 | $261K | Sell |
1,792
-22
| -1% | -$3.2K | 0.13% | 44 |
|
|
2023
Q1 | $236K | Buy |
1,814
+97
| +6% | +$12.6K | 0.13% | 47 |
|
|
2022
Q4 | $230K | Buy |
+1,717
| New | +$230K | 0.13% | 46 |
|