WealthPlan Investment 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 | $10.9M | Buy |
37,597
+5,153
| +16% | +$1.49M | 0.79% | 42 |
|
|
2025
Q1 | $7.96M | Buy |
32,444
+2,417
| +8% | +$593K | 0.78% | 50 |
|
|
2024
Q4 | $7.2M | Buy |
30,027
+706
| +2% | +$169K | 0.71% | 50 |
|
|
2024
Q3 | $6.18M | Buy |
29,321
+4,393
| +18% | +$926K | 0.63% | 61 |
|
|
2024
Q2 | $5.04M | Buy |
24,928
+1,403
| +6% | +$284K | 0.76% | 57 |
|
|
2024
Q1 | $4.71M | Buy |
23,525
+644
| +3% | +$129K | 0.72% | 59 |
|
|
2023
Q4 | $3.89M | Buy |
22,881
+276
| +1% | +$46.9K | 0.62% | 60 |
|
|
2023
Q3 | $3.28M | Buy |
22,605
+10,731
| +90% | +$1.56M | 0.58% | 59 |
|
|
2023
Q2 | $1.73M | Sell |
11,874
-8,734
| -42% | -$1.27M | 0.51% | 65 |
|
|
2023
Q1 | $2.69M | Sell |
20,608
-28,713
| -58% | -$3.74M | 0.46% | 62 |
|
|
2022
Q4 | $7.03M | Sell |
49,321
-6,152
| -11% | -$877K | 0.49% | 58 |
|
|
2022
Q3 | $7.29M | Buy |
+55,473
| New | +$7.29M | 0.53% | 59 |
|
|
2022
Q1 | $5.89M | Buy |
+49,300
| New | +$5.89M | 0.41% | 70 |
|