ABLE Financial 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 | $2.2M | Sell |
7,576
-378
| -5% | -$110K | 0.53% | 45 |
|
|
2025
Q1 | $1.95M | Sell |
7,954
-103
| -1% | -$25.3K | 0.55% | 39 |
|
|
2024
Q4 | $1.93M | Buy |
8,057
+24
| +0.3% | +$5.75K | 0.57% | 40 |
|
|
2024
Q3 | $1.69M | Buy |
8,033
+10
| +0.1% | +$2.11K | 0.52% | 38 |
|
|
2024
Q2 | $1.62M | Buy |
8,023
+1,828
| +30% | +$370K | 0.59% | 36 |
|
|
2024
Q1 | $1.24M | Buy |
6,195
+1,004
| +19% | +$201K | 0.49% | 41 |
|
|
2023
Q4 | $883K | Sell |
5,191
-17
| -0.3% | -$2.89K | 0.38% | 49 |
|
|
2023
Q3 | $755K | Sell |
5,208
-204
| -4% | -$29.6K | 0.38% | 50 |
|
|
2023
Q2 | $787K | Buy |
5,412
+804
| +17% | +$117K | 0.41% | 50 |
|
|
2023
Q1 | $600K | Buy |
+4,608
| New | +$600K | 0.39% | 52 |
|