Wealthspan 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 | $570K | Buy |
1,968
+100
| +5% | +$29K | 0.24% | 61 |
|
|
2025
Q1 | $458K | Sell |
1,868
-3
| -0.2% | -$736 | 0.21% | 67 |
|
|
2024
Q4 | $449K | Sell |
1,871
-36
| -2% | -$8.63K | 0.21% | 71 |
|
|
2024
Q3 | $402K | Sell |
1,907
-23
| -1% | -$4.85K | 0.2% | 75 |
|
|
2024
Q2 | $390K | Sell |
1,930
-22
| -1% | -$4.45K | 0.22% | 70 |
|
|
2024
Q1 | $391K | Hold |
1,952
| – | – | 0.23% | 66 |
|
|
2023
Q4 | $332K | Sell |
1,952
-188
| -9% | -$32K | 0.23% | 63 |
|
|
2023
Q3 | $310K | Sell |
2,140
-98
| -4% | -$14.2K | 0.25% | 65 |
|
|
2023
Q2 | $325K | Sell |
2,238
-74
| -3% | -$10.8K | 0.26% | 60 |
|
|
2023
Q1 | $301K | Sell |
2,312
-211
| -8% | -$27.5K | 0.26% | 60 |
|
|
2022
Q4 | $338K | Buy |
2,523
+26
| +1% | +$3.49K | 0.31% | 56 |
|
|
2022
Q3 | $261K | Buy |
2,497
+48
| +2% | +$5.02K | 0.27% | 59 |
|
|
2022
Q2 | $276K | Buy |
2,449
+2
| +0.1% | +$225 | 0.29% | 57 |
|
|
2022
Q1 | $334K | Buy |
2,447
+2
| +0.1% | +$273 | 0.3% | 55 |
|
|
2021
Q4 | $387K | Buy |
+2,445
| New | +$387K | 0.34% | 50 |
|