Wick Capital 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 | $383K | Buy |
6,951
+5,667
| +441% | +$313K | 0.1% | 78 |
|
|
2025
Q1 | $315K | Hold |
1,284
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $308K | Sell |
1,284
-121
| -9% | -$29K | 0.09% | 74 |
|
|
2024
Q3 | $296K | Sell |
1,405
-256
| -15% | -$54K | 0.1% | 64 |
|
|
2024
Q2 | $336K | Buy |
1,661
+100
| +6% | +$20.2K | 0.12% | 56 |
|
|
2024
Q1 | $313K | Buy |
1,561
+156
| +11% | +$31.2K | 0.3% | 35 |
|
|
2023
Q4 | $239K | Buy |
+1,405
| New | +$239K | 0.1% | 61 |
|
|
2023
Q1 | – | Sell |
-1,950
| Closed | -$261K | – | 68 |
|
|
2022
Q4 | $261K | Buy |
+1,950
| New | +$261K | 0.15% | 50 |
|
|
2022
Q2 | – | Sell |
-3,299
| Closed | -$450K | – | 60 |
|
|
2022
Q1 | $450K | Sell |
3,299
-377
| -10% | -$51.4K | 0.3% | 34 |
|
|
2021
Q4 | $582K | Buy |
+3,676
| New | +$582K | 0.45% | 31 |
|