WealthBridge Investment 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 | $17.3M | Sell |
59,721
-1,410
| -2% | -$409K | 5.61% | 1 |
|
|
2025
Q1 | $15M | Sell |
61,131
-455
| -0.7% | -$112K | 5.46% | 1 |
|
|
2024
Q4 | $14.8M | Sell |
61,586
-350
| -0.6% | -$83.9K | 5.42% | 1 |
|
|
2024
Q3 | $13.1M | Sell |
61,936
-725
| -1% | -$153K | 4.64% | 2 |
|
|
2024
Q2 | $12.7M | Sell |
62,661
-7,670
| -11% | -$1.55M | 4.85% | 1 |
|
|
2024
Q1 | $14.1M | Sell |
70,331
-1,120
| -2% | -$224K | 5.23% | 1 |
|
|
2023
Q4 | $12.2M | Sell |
71,451
-2,065
| -3% | -$351K | 4.86% | 1 |
|
|
2023
Q3 | $10.7M | Sell |
73,516
-1,050
| -1% | -$152K | 4.65% | 1 |
|
|
2023
Q2 | $10.8M | Sell |
74,566
-40
| -0.1% | -$5.82K | 4.57% | 2 |
|
|
2023
Q1 | $9.72M | Sell |
74,606
-1,135
| -1% | -$148K | 4.3% | 4 |
|
|
2022
Q4 | $10.2M | Buy |
75,741
+440
| +0.6% | +$59K | 4.44% | 1 |
|
|
2022
Q3 | $7.87M | Buy |
75,301
+4,166
| +6% | +$435K | 4.14% | 4 |
|
|
2022
Q2 | $8.01M | Buy |
71,135
+765
| +1% | +$86.2K | 4.06% | 6 |
|
|
2022
Q1 | $9.59M | Buy |
70,370
+1,100
| +2% | +$150K | 4.23% | 4 |
|
|
2021
Q4 | $11M | Sell |
69,270
-1,155
| -2% | -$183K | 4.65% | 4 |
|
|
2021
Q3 | $11.5M | Sell |
70,425
-2,555
| -4% | -$418K | 5.18% | 3 |
|
|
2021
Q2 | $11.4M | Sell |
72,980
-955
| -1% | -$149K | 5.03% | 3 |
|
|
2021
Q1 | $11.3M | Sell |
73,935
-275
| -0.4% | -$41.9K | 5.5% | 3 |
|
|
2020
Q4 | $9.43M | Sell |
74,210
-175
| -0.2% | -$22.2K | 4.93% | 5 |
|
|
2020
Q3 | $7.16M | Buy |
74,385
+425
| +0.6% | +$40.9K | 4.36% | 5 |
|
|
2020
Q2 | $6.96M | Buy |
73,960
+1,075
| +1% | +$101K | 4.62% | 5 |
|
|
2020
Q1 | $6.56M | Sell |
72,885
-4,875
| -6% | -$439K | 5.57% | 3 |
|
|
2019
Q4 | $10.8M | Buy |
+77,760
| New | +$10.8M | 6.14% | 2 |
|