Wealthstar Advisors’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 | $718K | Sell |
2,475
-153
| -6% | -$44.4K | 0.27% | 68 |
|
|
2025
Q1 | $645K | Buy |
2,628
+770
| +41% | +$189K | 0.3% | 74 |
|
|
2024
Q4 | $445K | Buy |
+1,858
| New | +$445K | 0.19% | 92 |
|
|
2024
Q2 | – | Sell |
-1,460
| Closed | -$292K | – | 94 |
|
|
2024
Q1 | $292K | Buy |
+1,460
| New | +$292K | 0.1% | 109 |
|
|
2022
Q1 | – | Sell |
-1,305
| Closed | -$206K | – | 98 |
|
|
2021
Q4 | $206K | Sell |
1,305
-38
| -3% | -$6K | 0.07% | 80 |
|
|
2021
Q3 | $220K | Buy |
+1,343
| New | +$220K | 0.07% | 82 |
|