Wealthquest’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 | $2.59M | Buy |
8,925
+132
| +2% | +$38.3K | 0.2% | 30 |
|
|
2025
Q1 | $2.16M | Sell |
8,793
-130
| -1% | -$31.9K | 0.18% | 30 |
|
|
2024
Q4 | $2.14M | Buy |
8,923
+71
| +0.8% | +$17K | 0.17% | 34 |
|
|
2024
Q3 | $1.83M | Sell |
8,852
-18
| -0.2% | -$3.73K | 0.16% | 35 |
|
|
2024
Q2 | $1.79M | Sell |
8,870
-166
| -2% | -$33.6K | 0.19% | 34 |
|
|
2024
Q1 | $1.81M | Sell |
9,036
-404
| -4% | -$80.9K | 0.19% | 33 |
|
|
2023
Q4 | $1.61M | Buy |
9,440
+208
| +2% | +$35.4K | 0.18% | 39 |
|
|
2023
Q3 | $1.34M | Buy |
9,232
+10
| +0.1% | +$1.45K | 0.16% | 44 |
|
|
2023
Q2 | $1.34M | Buy |
9,222
+21
| +0.2% | +$3.05K | 0.16% | 44 |
|
|
2023
Q1 | $1.2M | Sell |
9,201
-242
| -3% | -$31.5K | 0.16% | 44 |
|
|
2022
Q4 | $1.27M | Sell |
9,443
-250
| -3% | -$33.5K | 0.16% | 44 |
|
|
2022
Q3 | $1.01M | Buy |
9,693
+711
| +8% | +$74.2K | 0.14% | 48 |
|
|
2022
Q2 | $1.09M | Sell |
8,982
-969
| -10% | -$118K | 0.16% | 50 |
|
|
2022
Q1 | $1.58M | Hold |
9,951
| – | – | 0.24% | 41 |
|
|
2021
Q4 | $1.58M | Sell |
9,951
-436
| -4% | -$69K | 0.24% | 41 |
|
|
2021
Q3 | $1.7M | Buy |
10,387
+239
| +2% | +$39.1K | 0.29% | 36 |
|
|
2021
Q2 | $1.58M | Sell |
10,148
-996
| -9% | -$155K | 0.27% | 36 |
|
|
2021
Q1 | $1.7M | Buy |
11,144
+1,345
| +14% | +$205K | 0.32% | 35 |
|
|
2020
Q4 | $1.25M | Buy |
9,799
+375
| +4% | +$47.6K | 0.27% | 38 |
|
|
2020
Q3 | $907K | Hold |
9,424
| – | – | 0.22% | 42 |
|
|
2020
Q2 | $886K | Buy |
+9,424
| New | +$886K | 0.23% | 48 |
|
|
2019
Q4 | $1.46M | Buy |
10,500
+1,566
| +18% | +$218K | 0.42% | 45 |
|
|
2019
Q3 | $1.05M | Sell |
8,934
-908
| -9% | -$107K | 0.35% | 53 |
|
|
2019
Q2 | $1.1M | Buy |
9,842
+211
| +2% | +$23.6K | 0.42% | 48 |
|
|
2019
Q1 | $974K | Buy |
9,631
+62
| +0.6% | +$6.27K | 0.37% | 52 |
|
|
2018
Q4 | $934K | Buy |
+9,569
| New | +$934K | 0.38% | 47 |
|
|
2015
Q3 | $545K | Sell |
8,932
-100
| -1% | -$6.1K | 0.99% | 13 |
|
|
2015
Q2 | $612K | Sell |
9,032
-966
| -10% | -$65.5K | 0.9% | 14 |
|
|
2015
Q1 | $606K | Hold |
9,998
| – | – | 0.87% | 15 |
|
|
2014
Q4 | $626K | Buy |
+9,998
| New | +$626K | 0.64% | 16 |
|