Wealth Group’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 | $1.18M | Sell |
4,052
-3,197
| -44% | -$927K | 1.17% | 23 |
|
|
2025
Q1 | $1.78M | Sell |
7,249
-186
| -3% | -$45.6K | 1.15% | 20 |
|
|
2024
Q4 | $1.78M | Sell |
7,435
-15
| -0.2% | -$3.6K | 1.15% | 19 |
|
|
2024
Q3 | $1.57M | Sell |
7,450
-64
| -0.9% | -$13.5K | 1.05% | 20 |
|
|
2024
Q2 | $1.52M | Sell |
7,514
-26
| -0.3% | -$5.26K | 1.09% | 19 |
|
|
2024
Q1 | $1.51M | Buy |
+7,540
| New | +$1.51M | 1.14% | 20 |
|