Whalen Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,190
| Closed | -$1.24M | – | 154 |
|
|
2024
Q4 | $1.24M | Buy |
5,190
+1,325
| +34% | +$318K | 0.86% | 21 |
|
|
2024
Q3 | $815K | Sell |
3,865
-156
| -4% | -$32.9K | 0.58% | 39 |
|
|
2024
Q2 | $813K | Sell |
4,021
-14
| -0.3% | -$2.83K | 0.64% | 30 |
|
|
2024
Q1 | $808K | Buy |
4,035
+173
| +4% | +$34.7K | 0.6% | 30 |
|
|
2023
Q4 | $657K | Buy |
+3,862
| New | +$657K | 0.59% | 43 |
|