WealthBridge Capital 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 | $3.13M | Buy |
10,795
+573
| +6% | +$166K | 0.79% | 28 |
|
|
2025
Q1 | $2.51M | Sell |
10,222
-676
| -6% | -$166K | 0.71% | 31 |
|
|
2024
Q4 | $2.61M | Sell |
10,898
-109
| -1% | -$26.1K | 0.73% | 30 |
|
|
2024
Q3 | $2.32M | Buy |
11,007
+632
| +6% | +$133K | 0.66% | 35 |
|
|
2024
Q2 | $2.1M | Sell |
10,375
-1,088
| -9% | -$220K | 0.69% | 33 |
|
|
2024
Q1 | $2.3M | Buy |
11,463
+58
| +0.5% | +$11.6K | 0.77% | 30 |
|
|
2023
Q4 | $1.94M | Buy |
11,405
+239
| +2% | +$40.7K | 0.73% | 33 |
|
|
2023
Q3 | $1.62M | Buy |
11,166
+315
| +3% | +$45.7K | 0.67% | 35 |
|
|
2023
Q2 | $1.58M | Sell |
10,851
-4,631
| -30% | -$674K | 0.63% | 35 |
|
|
2023
Q1 | $2.02M | Sell |
15,482
-121
| -0.8% | -$15.8K | 0.8% | 29 |
|
|
2022
Q4 | $2.09M | Sell |
15,603
-873
| -5% | -$117K | 0.87% | 25 |
|
|
2022
Q3 | $1.86M | Hold |
16,476
| – | – | 0.79% | 29 |
|
|
2022
Q2 | $1.86M | Buy |
16,476
+939
| +6% | +$106K | 0.79% | 29 |
|
|
2022
Q1 | $2.12M | Buy |
15,537
+4,846
| +45% | +$661K | 0.79% | 29 |
|
|
2021
Q4 | $1.69M | Buy |
10,691
+7
| +0.1% | +$1.11K | 0.63% | 37 |
|
|
2021
Q3 | $1.75M | Buy |
10,684
+61
| +0.6% | +$9.99K | 0.65% | 39 |
|
|
2021
Q2 | $1.65M | Buy |
10,623
+21
| +0.2% | +$3.27K | 0.6% | 40 |
|
|
2021
Q1 | $1.61M | Buy |
10,602
+135
| +1% | +$20.6K | 0.66% | 37 |
|
|
2020
Q4 | $1.33M | Buy |
10,467
+83
| +0.8% | +$10.5K | 0.58% | 37 |
|
|
2020
Q3 | $1M | Sell |
10,384
-65
| -0.6% | -$6.26K | 0.51% | 42 |
|
|
2020
Q2 | $983K | Buy |
10,449
+221
| +2% | +$20.8K | 0.56% | 42 |
|
|
2020
Q1 | $921K | Sell |
10,228
-490
| -5% | -$44.1K | 0.64% | 38 |
|
|
2019
Q4 | $1.49M | Sell |
10,718
-150
| -1% | -$20.9K | 0.97% | 26 |
|
|
2019
Q3 | $1.28M | Buy |
10,868
+1,074
| +11% | +$126K | 0.92% | 27 |
|
|
2019
Q2 | $956K | Sell |
9,794
-1,294
| -12% | -$126K | 0.87% | 30 |
|
|
2019
Q1 | $1.25M | Buy |
11,088
+1,294
| +13% | +$146K | 0.79% | 26 |
|
|
2018
Q4 | $956K | Buy |
+9,794
| New | +$956K | 0.73% | 30 |
|