Waypoint Wealth Counsel’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 | $1.79M | Buy |
6,169
+541
| +10% | +$157K | 0.89% | 23 |
|
|
2025
Q1 | $1.38M | Sell |
5,628
-1,703
| -23% | -$418K | 0.87% | 27 |
|
|
2024
Q4 | $1.76M | Buy |
7,331
+180
| +3% | +$43.2K | 1.15% | 21 |
|
|
2024
Q3 | $1.51M | Buy |
7,151
+350
| +5% | +$73.8K | 1.01% | 24 |
|
|
2024
Q2 | $1.38M | Buy |
6,801
+16
| +0.2% | +$3.24K | 1.05% | 25 |
|
|
2024
Q1 | $1.36M | Buy |
6,785
+90
| +1% | +$18K | 1.05% | 24 |
|
|
2023
Q4 | $1.14M | Sell |
6,695
-36
| -0.5% | -$6.12K | 0.97% | 27 |
|
|
2023
Q3 | $976K | Hold |
6,731
| – | – | 0.92% | 26 |
|
|
2023
Q2 | $979K | Sell |
6,731
-84
| -1% | -$12.2K | 0.88% | 28 |
|
|
2023
Q1 | $888K | Sell |
6,815
-49
| -0.7% | -$6.39K | 0.69% | 34 |
|
|
2022
Q4 | $920K | Buy |
+6,864
| New | +$920K | 0.74% | 33 |
|