WealthShield 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 | $9.13M | Sell |
31,485
-537
| -2% | -$156K | 1.1% | 21 |
|
|
2025
Q1 | $7.86M | Buy |
32,022
+2,765
| +9% | +$678K | 1.01% | 24 |
|
|
2024
Q4 | $7.01M | Sell |
29,257
-2,867
| -9% | -$687K | 0.99% | 27 |
|
|
2024
Q3 | $6.77M | Buy |
32,124
+1,909
| +6% | +$403K | 0.92% | 28 |
|
|
2024
Q2 | $6.11M | Buy |
30,215
+833
| +3% | +$168K | 0.93% | 27 |
|
|
2024
Q1 | $5.89M | Sell |
29,382
-4,412
| -13% | -$884K | 0.95% | 26 |
|
|
2023
Q4 | $5.75M | Buy |
33,794
+379
| +1% | +$64.5K | 0.95% | 22 |
|
|
2023
Q3 | $4.85M | Buy |
33,415
+2,837
| +9% | +$411K | 0.73% | 33 |
|
|
2023
Q2 | $4.45M | Buy |
30,578
+1,260
| +4% | +$183K | 0.67% | 35 |
|
|
2023
Q1 | $3.82M | Sell |
29,318
-1,228
| -4% | -$160K | 0.62% | 35 |
|
|
2022
Q4 | $4.1M | Buy |
30,546
+2,417
| +9% | +$324K | 0.78% | 28 |
|
|
2022
Q3 | $2.94M | Buy |
28,129
+3,132
| +13% | +$327K | 0.58% | 41 |
|
|
2022
Q2 | $2.82M | Buy |
24,997
+512
| +2% | +$57.7K | 0.56% | 46 |
|
|
2022
Q1 | $3.34M | Buy |
24,485
+3,988
| +19% | +$544K | 0.53% | 46 |
|
|
2021
Q4 | $3.25M | Buy |
20,497
+6,848
| +50% | +$1.08M | 0.54% | 50 |
|
|
2021
Q3 | $2.24M | Buy |
13,649
+938
| +7% | +$154K | 0.6% | 45 |
|
|
2021
Q2 | $1.98M | Buy |
12,711
+2,066
| +19% | +$321K | 0.31% | 61 |
|
|
2021
Q1 | $1.62M | Sell |
10,645
-8,609
| -45% | -$1.31M | 0.29% | 78 |
|
|
2020
Q4 | $2.45M | Buy |
19,254
+1,167
| +6% | +$148K | 0.45% | 57 |
|
|
2020
Q3 | $1.74M | Buy |
18,087
+4,030
| +29% | +$388K | 0.61% | 45 |
|
|
2020
Q2 | $1.32M | Buy |
14,057
+10,648
| +312% | +$1M | 0.61% | 41 |
|
|
2020
Q1 | $307K | Buy |
3,409
+1,476
| +76% | +$133K | 0.19% | 116 |
|
|
2019
Q4 | $269K | Buy |
+1,933
| New | +$269K | 0.13% | 149 |
|
|
2018
Q3 | – | Sell |
-73,313
| Closed | -$261K | – | 269 |
|
|
2018
Q2 | $261K | Buy |
+73,313
| New | +$261K | 0.16% | 98 |
|