WPWealth’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 | $347K | Sell |
1,196
-57
| -5% | -$16.5K | 0.06% | 70 |
|
|
2025
Q1 | $307K | Sell |
1,253
-741
| -37% | -$182K | 0.06% | 70 |
|
|
2024
Q4 | $478K | Buy |
1,994
+919
| +85% | +$220K | 0.1% | 56 |
|
|
2024
Q3 | $227K | Sell |
1,075
-106
| -9% | -$22.3K | 0.05% | 84 |
|
|
2024
Q2 | $239K | Sell |
1,181
-70
| -6% | -$14.2K | 0.06% | 63 |
|
|
2024
Q1 | $251K | Buy |
+1,251
| New | +$251K | 0.06% | 61 |
|