Wealth Management Partners’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 | $3.55M | Buy |
12,163
+253
| +2% | +$73.9K | 1.26% | 14 |
|
|
2025
Q1 | $2.92M | Buy |
11,910
+92
| +0.8% | +$22.6K | 1.35% | 19 |
|
|
2024
Q4 | $2.83M | Buy |
11,818
+565
| +5% | +$135K | 1.22% | 22 |
|
|
2024
Q3 | $2.37M | Buy |
11,253
+151
| +1% | +$31.8K | 1.1% | 24 |
|
|
2024
Q2 | $2.25M | Sell |
11,102
-96
| -0.9% | -$19.4K | 1.09% | 23 |
|
|
2024
Q1 | $2.24M | Sell |
11,198
-282
| -2% | -$56.5K | 1.14% | 23 |
|
|
2023
Q4 | $1.95M | Sell |
11,480
-321
| -3% | -$54.6K | 1.09% | 24 |
|
|
2023
Q3 | $1.71M | Buy |
11,801
+992
| +9% | +$144K | 1.07% | 24 |
|
|
2023
Q2 | $1.57M | Buy |
10,809
+365
| +3% | +$53.1K | 0.99% | 22 |
|
|
2023
Q1 | $1.36M | Buy |
10,444
+444
| +4% | +$57.9K | 0.95% | 22 |
|
|
2022
Q4 | $1.35M | Hold |
10,000
| – | – | 1.12% | 21 |
|
|
2022
Q3 | $1.08M | Buy |
10,000
+1,000
| +11% | +$108K | 0.95% | 24 |
|
|
2022
Q2 | $975K | Hold |
9,000
| – | – | 0.85% | 30 |
|
|
2022
Q1 | $1.21M | Buy |
9,000
+2,000
| +29% | +$268K | 0.86% | 25 |
|
|
2021
Q4 | $1.16M | Sell |
7,000
-87
| -1% | -$14.5K | 0.8% | 29 |
|
|
2021
Q3 | $1.16M | Sell |
7,087
-29
| -0.4% | -$4.75K | 0.86% | 28 |
|
|
2021
Q2 | $1.11M | Buy |
7,116
+129
| +2% | +$20.1K | 0.77% | 34 |
|
|
2021
Q1 | $1.08M | Sell |
6,987
-503
| -7% | -$77.9K | 0.81% | 37 |
|
|
2020
Q4 | $986K | Buy |
+7,490
| New | +$986K | 0.77% | 37 |
|