Wolff Financial 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
Q2 | $931K | Buy |
3,212
+3
| +0.1% | +$870 | 0.24% | 42 |
|
|
2025
Q1 | $787K | Hold |
3,209
| – | – | 0.22% | 48 |
|
|
2024
Q4 | $769K | Hold |
3,209
| – | – | 0.21% | 48 |
|
|
2024
Q3 | $677K | Hold |
3,209
| – | – | 0.18% | 55 |
|
|
2024
Q2 | $649K | Hold |
3,209
| – | – | 0.48% | 23 |
|
|
2024
Q1 | $643K | Hold |
3,209
| – | – | 0.19% | 56 |
|
|
2023
Q4 | $546K | Hold |
3,209
| – | – | 0.17% | 61 |
|
|
2023
Q3 | $465K | Sell |
3,209
-7
| -0.2% | -$1.01K | 0.16% | 66 |
|
|
2023
Q2 | $468K | Hold |
3,216
| – | – | 0.41% | 28 |
|
|
2023
Q1 | $419K | Hold |
3,216
| – | – | 0.15% | 77 |
|
|
2022
Q4 | $431K | Sell |
3,216
-17
| -0.5% | -$2.28K | 0.16% | 73 |
|
|
2022
Q3 | $337K | Hold |
3,233
| – | – | 0.15% | 83 |
|
|
2022
Q2 | $364K | Hold |
3,233
| – | – | 0.16% | 82 |
|
|
2022
Q1 | $441K | Hold |
3,233
| – | – | 0.18% | 75 |
|
|
2021
Q4 | $512K | Buy |
3,233
+17
| +0.5% | +$2.69K | 0.19% | 69 |
|
|
2021
Q3 | $526K | Buy |
+3,216
| New | +$526K | 0.46% | 23 |
|
|
2021
Q1 | $489K | Hold |
3,209
| – | – | 0.22% | 71 |
|
|
2020
Q4 | $408K | Hold |
3,209
| – | – | 0.21% | 66 |
|
|
2020
Q3 | $309K | Sell |
3,209
-27
| -0.8% | -$2.6K | 0.18% | 73 |
|
|
2020
Q2 | $304K | Hold |
3,236
| – | – | 0.19% | 72 |
|
|
2020
Q1 | $291K | Buy |
3,236
+1,001
| +45% | +$90K | 0.22% | 66 |
|
|
2019
Q4 | $312K | Hold |
2,235
| – | – | 0.21% | 69 |
|
|
2019
Q3 | $263K | Buy |
+2,235
| New | +$263K | 0.19% | 72 |
|