Watershed 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 | $1.08M | Sell |
3,741
-90
| -2% | -$26.1K | 0.39% | 45 |
|
|
2025
Q1 | $940K | Hold |
3,831
| – | – | 0.38% | 46 |
|
|
2024
Q4 | $918K | Sell |
3,831
-326
| -8% | -$78.1K | 0.36% | 49 |
|
|
2024
Q3 | $877K | Sell |
4,157
-100
| -2% | -$21.1K | 0.35% | 52 |
|
|
2024
Q2 | $861K | Buy |
4,257
+9
| +0.2% | +$1.82K | 0.37% | 52 |
|
|
2024
Q1 | $851K | Sell |
4,248
-124
| -3% | -$24.8K | 0.38% | 54 |
|
|
2023
Q4 | $744K | Buy |
4,372
+1,054
| +32% | +$179K | 0.41% | 55 |
|
|
2023
Q3 | $481K | Hold |
3,318
| – | – | 0.3% | 60 |
|
|
2023
Q2 | $483K | Buy |
3,318
+194
| +6% | +$28.2K | 0.29% | 58 |
|
|
2023
Q1 | $407K | Buy |
3,124
+2
| +0.1% | +$261 | 0.28% | 60 |
|
|
2022
Q4 | $419K | Buy |
+3,122
| New | +$419K | 0.32% | 57 |
|