626 Financial’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 | $3.11M | Sell |
10,741
-98
| -0.9% | -$28.4K | 1.46% | 15 |
|
|
2025
Q1 | $2.66M | Buy |
10,839
+205
| +2% | +$50.3K | 1.37% | 15 |
|
|
2024
Q4 | $2.55M | Sell |
10,634
-224
| -2% | -$53.7K | 1.37% | 18 |
|
|
2024
Q3 | $2.29M | Sell |
10,858
-133
| -1% | -$28K | 1.27% | 19 |
|
|
2024
Q2 | $2.22M | Sell |
10,991
-249
| -2% | -$50.4K | 1.28% | 17 |
|
|
2024
Q1 | $2.25M | Sell |
11,240
-264
| -2% | -$52.9K | 1.36% | 15 |
|
|
2023
Q4 | $1.96M | Sell |
11,504
-541
| -4% | -$92K | 1.29% | 17 |
|
|
2023
Q3 | $1.75M | Sell |
12,045
-244
| -2% | -$35.4K | 1.18% | 18 |
|
|
2023
Q2 | $1.79M | Sell |
12,289
-813
| -6% | -$118K | 1.14% | 16 |
|
|
2023
Q1 | $1.71M | Sell |
13,102
-414
| -3% | -$53.9K | 1.13% | 17 |
|
|
2022
Q4 | $1.81M | Sell |
13,516
-295
| -2% | -$39.6K | 1.26% | 20 |
|
|
2022
Q3 | $1.44M | Sell |
13,811
-718
| -5% | -$75K | 1.17% | 19 |
|
|
2022
Q2 | $1.64M | Buy |
14,529
+288
| +2% | +$32.4K | 1.24% | 18 |
|
|
2022
Q1 | $1.94M | Buy |
14,241
+857
| +6% | +$117K | 1.24% | 19 |
|
|
2021
Q4 | $2.12M | Buy |
+13,384
| New | +$2.12M | 1.3% | 18 |
|
|
2021
Q1 | $1.94M | Buy |
+14,241
| New | +$1.94M | 1.24% | 19 |
|