Wealthgate Family Office’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,360
| Closed | -$477K | – | 22 |
|
|
2024
Q2 | $477K | Hold |
2,360
| – | – | 1.17% | 14 |
|
|
2024
Q1 | $473K | Hold |
2,360
| – | – | 1.23% | 13 |
|
|
2023
Q4 | $401K | Hold |
2,360
| – | – | 1.11% | 15 |
|
|
2023
Q3 | $342K | Hold |
2,360
| – | – | 1.06% | 16 |
|
|
2023
Q2 | $343K | Hold |
2,360
| – | – | 1% | 16 |
|
|
2023
Q1 | $308K | Hold |
2,360
| – | – | 0.88% | 17 |
|
|
2022
Q4 | $316K | Hold |
2,360
| – | – | 0.86% | 16 |
|
|
2022
Q3 | $247K | Hold |
2,360
| – | – | 0.66% | 18 |
|
|
2022
Q2 | $266K | Buy |
+2,360
| New | +$266K | 0.66% | 18 |
|
|
2021
Q2 | – | Sell |
-3,295
| Closed | -$502K | – | 27 |
|
|
2021
Q1 | $502K | Hold |
3,295
| – | – | 0.68% | 26 |
|
|
2020
Q4 | $419K | Buy |
+3,295
| New | +$419K | 0.63% | 23 |
|