WealthPLAN Partners’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 | $6.43M | Sell |
22,195
-3,052
| -12% | -$885K | 1.04% | 22 |
|
|
2025
Q1 | $6.19M | Sell |
25,247
-230
| -0.9% | -$56.4K | 0.87% | 28 |
|
|
2024
Q4 | $6.11M | Sell |
25,477
-1,844
| -7% | -$442K | 0.87% | 26 |
|
|
2024
Q3 | $5.76M | Sell |
27,321
-3,922
| -13% | -$827K | 0.77% | 34 |
|
|
2024
Q2 | $6.32M | Sell |
31,243
-204
| -0.6% | -$41.3K | 0.68% | 36 |
|
|
2024
Q1 | $6.3M | Sell |
31,447
-1,745
| -5% | -$350K | 0.65% | 43 |
|
|
2023
Q4 | $5.65M | Buy |
33,192
+1,331
| +4% | +$226K | 0.58% | 57 |
|
|
2023
Q3 | $4.62M | Buy |
31,861
+9,160
| +40% | +$1.33M | 0.54% | 60 |
|
|
2023
Q2 | $3.3M | Sell |
22,701
-7,514
| -25% | -$1.09M | 0.47% | 54 |
|
|
2023
Q1 | $3.94M | Sell |
30,215
-19,106
| -39% | -$2.49M | 0.45% | 60 |
|
|
2022
Q4 | $7.06M | Buy |
+49,321
| New | +$7.06M | 0.49% | 58 |
|
|
2022
Q1 | $5.89M | Buy |
49,300
+3,219
| +7% | +$384K | 0.41% | 70 |
|
|
2021
Q4 | $6.85M | Sell |
46,081
-249
| -0.5% | -$37K | 0.45% | 65 |
|
|
2021
Q3 | $7.53M | Sell |
46,330
-1,407
| -3% | -$229K | 0.5% | 63 |
|
|
2021
Q2 | $7.69M | Sell |
47,737
-639
| -1% | -$103K | 0.54% | 62 |
|
|
2021
Q1 | $7.52M | Sell |
48,376
-2,794
| -5% | -$434K | 0.58% | 60 |
|
|
2020
Q4 | $7.07M | Sell |
51,170
-14,979
| -23% | -$2.07M | 0.6% | 58 |
|
|
2020
Q3 | $7.5M | Sell |
66,149
-63,266
| -49% | -$7.17M | 0.73% | 46 |
|
|
2020
Q2 | $13.2M | Buy |
129,415
+17,496
| +16% | +$1.79M | 1.37% | 15 |
|
|
2020
Q1 | $9.8M | Buy |
111,919
+16,375
| +17% | +$1.43M | 1.27% | 16 |
|
|
2019
Q4 | $13.2M | Sell |
95,544
-332
| -0.3% | -$45.8K | 1.56% | 12 |
|
|
2019
Q3 | $12.3M | Buy |
95,876
+6,041
| +7% | +$776K | 1.68% | 9 |
|
|
2019
Q2 | $9.82M | Sell |
89,835
-1,147
| -1% | -$125K | 1.48% | 10 |
|
|
2019
Q1 | $10M | Buy |
90,982
+5,461
| +6% | +$600K | 1.56% | 9 |
|
|
2018
Q4 | $9.03M | Buy |
85,521
+6,038
| +8% | +$637K | 1.45% | 9 |
|
|
2018
Q3 | $8.62M | Buy |
79,483
+5,827
| +8% | +$632K | 1.57% | 9 |
|
|
2018
Q2 | $7.68M | Sell |
73,656
-5,382
| -7% | -$561K | 1.57% | 6 |
|
|
2018
Q1 | $8.69M | Buy |
79,038
+8,611
| +12% | +$947K | 1.91% | 6 |
|
|
2017
Q4 | $7.53M | Buy |
70,427
+2,301
| +3% | +$246K | 2.02% | 5 |
|
|
2017
Q3 | $6.51M | Buy |
68,126
+4,694
| +7% | +$448K | 1.83% | 9 |
|
|
2017
Q2 | $5.8M | Buy |
63,432
+60,617
| +2,153% | +$5.54M | 1.67% | 10 |
|
|
2017
Q1 | $243K | Buy |
+2,815
| New | +$243K | 0.84% | 19 |
|
|
2016
Q3 | $2.76M | Sell |
41,489
-38,230
| -48% | -$2.55M | 0.9% | 23 |
|
|
2016
Q2 | $2.57M | Buy |
+79,719
| New | +$2.57M | 0.33% | 54 |
|
|
2015
Q4 | $2.3M | Buy |
+106,874
| New | +$2.3M | 0.37% | 54 |
|
|
2015
Q2 | $875K | Buy |
12,917
+6,477
| +101% | +$439K | 0.38% | 37 |
|
|
2015
Q1 | $390K | Buy |
+6,440
| New | +$390K | 0.18% | 81 |
|