World Equity 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 | $1.94M | Buy |
6,677
+61
| +0.9% | +$17.7K | 0.53% | 36 |
|
|
2025
Q1 | $1.61M | Sell |
6,616
-6,680
| -50% | -$1.63M | 0.46% | 47 |
|
|
2024
Q4 | $3.19M | Buy |
13,296
+6,638
| +100% | +$1.59M | 0.68% | 38 |
|
|
2024
Q3 | $1.4M | Sell |
6,658
-7,784
| -54% | -$1.64M | 0.51% | 45 |
|
|
2024
Q2 | $2.92M | Sell |
14,442
-3,831
| -21% | -$775K | 0.87% | 22 |
|
|
2024
Q1 | $3.66M | Buy |
18,273
+230
| +1% | +$46.1K | 0.75% | 30 |
|
|
2023
Q4 | $3.07M | Buy |
18,043
+214
| +1% | +$36.4K | 0.62% | 33 |
|
|
2023
Q3 | $2.59M | Buy |
17,829
+445
| +3% | +$64.6K | 0.54% | 42 |
|
|
2023
Q2 | $2.53M | Sell |
17,384
-22,293
| -56% | -$3.24M | 0.74% | 25 |
|
|
2023
Q1 | $1.66M | Buy |
39,677
+22,872
| +136% | +$958K | 0.25% | 107 |
|
|
2022
Q4 | $2.25M | Buy |
16,805
+445
| +3% | +$59.7K | 0.53% | 49 |
|
|
2022
Q3 | $1.71M | Buy |
16,360
+3,327
| +26% | +$348K | 0.43% | 58 |
|
|
2022
Q2 | $1.47M | Sell |
13,033
-95
| -0.7% | -$10.7K | 0.37% | 73 |
|
|
2022
Q1 | $1.79M | Buy |
+13,128
| New | +$1.79M | 0.39% | 68 |
|