W
WealthCollab’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
986
| – | – | 0.16% | 54 |
|
|
2025
Q1 | $242K | Buy |
986
+12
| +1% | +$2.94K | 0.15% | 55 |
|
|
2024
Q4 | $233K | Buy |
974
+5
| +0.5% | +$1.2K | 0.15% | 58 |
|
|
2024
Q3 | $204K | Hold |
969
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $196K | Hold |
969
| – | – | 0.14% | 59 |
|
|
2024
Q1 | $194K | Buy |
969
+380
| +65% | +$76.1K | 0.14% | 61 |
|
|
2023
Q4 | $100K | Buy |
+589
| New | +$100K | 0.08% | 86 |
|