Waterway Wealth Management’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 | $2.94M | Buy |
10,147
+2,346
| +30% | +$680K | 0.89% | 17 |
|
|
2025
Q1 | $1.91M | Buy |
7,801
+3,057
| +64% | +$750K | 0.8% | 16 |
|
|
2024
Q4 | $1.14M | Buy |
4,744
+178
| +4% | +$42.7K | 0.5% | 22 |
|
|
2024
Q3 | $963K | Buy |
4,566
+611
| +15% | +$129K | 0.41% | 24 |
|
|
2024
Q2 | $800K | Buy |
3,955
+811
| +26% | +$164K | 0.39% | 25 |
|
|
2024
Q1 | $630K | Buy |
3,144
+144
| +5% | +$28.8K | 0.28% | 27 |
|
|
2023
Q4 | $510K | Buy |
+3,000
| New | +$510K | 0.21% | 35 |
|