Waterfront 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 | $2.79M | Sell |
9,617
-113
| -1% | -$32.8K | 0.63% | 41 |
|
|
2025
Q1 | $2.39M | Buy |
9,730
+39
| +0.4% | +$9.57K | 0.58% | 47 |
|
|
2024
Q4 | $2.32M | Buy |
9,691
+317
| +3% | +$76K | 0.57% | 46 |
|
|
2024
Q3 | $2.1M | Buy |
9,374
+303
| +3% | +$67.8K | 0.51% | 50 |
|
|
2024
Q2 | $1.83M | Buy |
9,071
+163
| +2% | +$33K | 0.5% | 52 |
|
|
2024
Q1 | $1.72M | Buy |
8,908
+29
| +0.3% | +$5.61K | 0.48% | 58 |
|
|
2023
Q4 | $1.51M | Buy |
8,879
+145
| +2% | +$24.7K | 0.45% | 61 |
|
|
2023
Q3 | $1.23M | Buy |
8,734
+189
| +2% | +$26.7K | 0.4% | 73 |
|
|
2023
Q2 | $1.35M | Buy |
8,545
+822
| +11% | +$130K | 0.4% | 70 |
|
|
2023
Q1 | $1.01M | Buy |
7,723
+266
| +4% | +$34.7K | 0.33% | 87 |
|
|
2022
Q4 | $1.05M | Sell |
7,457
-139
| -2% | -$19.5K | 0.36% | 82 |
|
|
2022
Q3 | $955K | Buy |
7,596
+1,879
| +33% | +$236K | 0.36% | 83 |
|
|
2022
Q2 | $644K | Buy |
5,717
+1,903
| +50% | +$214K | 0.26% | 110 |
|
|
2022
Q1 | $506K | Buy |
3,814
+1,794
| +89% | +$238K | 0.18% | 131 |
|
|
2021
Q4 | $320K | Buy |
2,020
+734
| +57% | +$116K | 0.13% | 158 |
|
|
2021
Q3 | $211K | Buy |
+1,286
| New | +$211K | 0.1% | 167 |
|