Widmann Financial Services’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 | $550K | Buy |
1,899
+179
| +10% | +$51.9K | 0.38% | 63 |
|
|
2025
Q1 | $422K | Hold |
1,720
| – | – | 0.33% | 66 |
|
|
2024
Q4 | $412K | Sell |
1,720
-13
| -0.8% | -$3.12K | 0.32% | 65 |
|
|
2024
Q3 | $365K | Sell |
1,733
-42
| -2% | -$8.85K | 0.28% | 69 |
|
|
2024
Q2 | $359K | Hold |
1,775
| – | – | 0.29% | 63 |
|
|
2024
Q1 | $355K | Hold |
1,775
| – | – | 0.3% | 67 |
|
|
2023
Q4 | $302K | Buy |
+1,775
| New | +$302K | 0.27% | 70 |
|
|
2022
Q1 | – | Sell |
-919
| Closed | -$145K | – | 269 |
|
|
2021
Q4 | $145K | Buy |
+919
| New | +$145K | 0.12% | 101 |
|