WealthOne’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $417K | Sell |
2,874
-67
| -2% | -$9.72K | 0.17% | 49 |
|
|
2023
Q2 | $428K | Buy |
2,941
+296
| +11% | +$43K | 0.16% | 57 |
|
|
2023
Q1 | $345K | Buy |
2,645
+78
| +3% | +$10.2K | 0.13% | 66 |
|
|
2022
Q4 | $344K | Sell |
2,567
-50
| -2% | -$6.71K | 0.14% | 69 |
|
|
2022
Q3 | $274K | Buy |
2,617
+145
| +6% | +$15.2K | 0.12% | 79 |
|
|
2022
Q2 | $278K | Buy |
2,472
+173
| +8% | +$19.5K | 0.11% | 88 |
|
|
2022
Q1 | $313K | Sell |
2,299
-56
| -2% | -$7.62K | 0.11% | 88 |
|
|
2021
Q4 | $373K | Buy |
2,355
+288
| +14% | +$45.6K | 0.13% | 74 |
|
|
2021
Q3 | $338K | Sell |
2,067
-240
| -10% | -$39.2K | 0.13% | 94 |
|
|
2021
Q2 | $359K | Sell |
2,307
-593
| -20% | -$92.3K | 0.14% | 86 |
|
|
2021
Q1 | $442K | Sell |
2,900
-85
| -3% | -$13K | 0.19% | 74 |
|
|
2020
Q4 | $379K | Sell |
2,985
-114
| -4% | -$14.5K | 0.18% | 70 |
|
|
2020
Q3 | $298K | Sell |
3,099
-19
| -0.6% | -$1.83K | 0.17% | 76 |
|
|
2020
Q2 | $293K | Buy |
3,118
+582
| +23% | +$54.7K | 0.18% | 75 |
|
|
2020
Q1 | $228K | Buy |
2,536
+234
| +10% | +$21K | 0.17% | 78 |
|
|
2019
Q4 | $321K | Buy |
2,302
+62
| +3% | +$8.65K | 0.2% | 67 |
|
|
2019
Q3 | $264K | Sell |
2,240
-491
| -18% | -$57.9K | 0.19% | 70 |
|
|
2019
Q2 | $305K | Buy |
+2,731
| New | +$305K | 0.22% | 71 |
|
|
2019
Q1 | – | Sell |
-2,359
| Closed | -$230K | – | 333 |
|
|
2018
Q4 | $230K | Buy |
+2,359
| New | +$230K | 0.2% | 66 |
|