Williamson Legacy Group’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 | – | Sell |
-6,403
| Closed | -$1.57M | – | 124 |
|
|
2025
Q1 | $1.57M | Buy |
6,403
+1,137
| +22% | +$279K | 1.49% | 18 |
|
|
2024
Q4 | $1.26M | Buy |
5,266
+332
| +7% | +$79.6K | 0.84% | 27 |
|
|
2024
Q3 | $1.04M | Buy |
4,934
+1,279
| +35% | +$270K | 0.7% | 32 |
|
|
2024
Q2 | $739K | Buy |
3,655
+581
| +19% | +$118K | 0.55% | 56 |
|
|
2024
Q1 | $616K | Buy |
+3,074
| New | +$616K | 0.48% | 64 |
|