Wealth Quarterback’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 | $467K | Buy |
1,609
+15
| +0.9% | +$4.35K | 0.22% | 87 |
|
|
2025
Q1 | $391K | Sell |
1,594
-31
| -2% | -$7.61K | 0.22% | 83 |
|
|
2024
Q4 | $390K | Sell |
1,625
-36
| -2% | -$8.63K | 0.18% | 82 |
|
|
2024
Q3 | $350K | Buy |
1,661
+5
| +0.3% | +$1.05K | 0.18% | 87 |
|
|
2024
Q2 | $335K | Sell |
1,656
-82
| -5% | -$16.6K | 0.19% | 83 |
|
|
2024
Q1 | $348K | Sell |
1,738
-1,363
| -44% | -$273K | 0.19% | 85 |
|
|
2023
Q4 | $528K | Buy |
3,101
+1,009
| +48% | +$172K | 0.32% | 71 |
|
|
2023
Q3 | $303K | Buy |
2,092
+38
| +2% | +$5.51K | 0.26% | 82 |
|
|
2023
Q2 | $299K | Sell |
2,054
-115
| -5% | -$16.7K | 0.21% | 87 |
|
|
2023
Q1 | $283K | Sell |
2,169
-95
| -4% | -$12.4K | 0.24% | 84 |
|
|
2022
Q4 | $304K | Sell |
2,264
-78
| -3% | -$10.5K | 0.25% | 81 |
|
|
2022
Q3 | $245K | Buy |
2,342
+69
| +3% | +$7.22K | 0.26% | 82 |
|
|
2022
Q2 | $256K | Buy |
+2,273
| New | +$256K | 0.2% | 92 |
|
|
2021
Q3 | $337K | Buy |
16,131
+13,978
| +649% | +$292K | 0.22% | 79 |
|
|
2021
Q2 | $335K | Buy |
+2,153
| New | +$335K | 0.2% | 83 |
|
|
2020
Q4 | $301K | Sell |
2,370
-2,172
| -48% | -$276K | 0.25% | 84 |
|
|
2020
Q3 | $427K | Hold |
4,542
| – | – | 0.39% | 68 |
|
|
2020
Q2 | $427K | Sell |
4,542
-453
| -9% | -$42.6K | 0.39% | 68 |
|
|
2020
Q1 | $450K | Sell |
4,995
-34,816
| -87% | -$3.13M | 0.41% | 56 |
|
|
2019
Q4 | $678K | Buy |
+39,811
| New | +$678K | 0.59% | 39 |
|