Abundance Wealth Counselors’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 | $3.97M | Sell |
14,095
-18
| -0.1% | -$5.07K | 0.74% | 23 |
|
|
2025
Q1 | $3.4M | Buy |
14,113
+345
| +3% | +$83.2K | 0.71% | 24 |
|
|
2024
Q4 | $3.3M | Buy |
13,768
+56
| +0.4% | +$13.4K | 0.72% | 20 |
|
|
2024
Q3 | $2.89M | Sell |
13,712
-598
| -4% | -$126K | 0.6% | 22 |
|
|
2024
Q2 | $2.89M | Sell |
14,310
-1,547
| -10% | -$313K | 1.33% | 12 |
|
|
2024
Q1 | $3.18M | Sell |
15,857
-65
| -0.4% | -$13K | 0.73% | 21 |
|
|
2023
Q4 | $2.71M | Sell |
15,922
-11
| -0.1% | -$1.87K | 0.7% | 23 |
|
|
2023
Q3 | $2.31M | Sell |
15,933
-806
| -5% | -$117K | 0.66% | 23 |
|
|
2023
Q2 | $2.44M | Buy |
16,739
+207
| +1% | +$30.1K | 1.26% | 12 |
|
|
2023
Q1 | $2.15M | Sell |
16,532
-20
| -0.1% | -$2.61K | 0.54% | 27 |
|
|
2022
Q4 | $2.22M | Buy |
16,552
+441
| +3% | +$59.1K | 0.6% | 26 |
|
|
2022
Q3 | $1.68M | Buy |
16,111
+5
| +0% | +$523 | 0.48% | 29 |
|
|
2022
Q2 | $1.81M | Buy |
16,106
+314
| +2% | +$35.4K | 0.49% | 28 |
|
|
2022
Q1 | $2.15M | Buy |
15,792
+1,964
| +14% | +$268K | 0.58% | 22 |
|
|
2021
Q4 | $2.19M | Buy |
13,828
+324
| +2% | +$51.3K | 0.56% | 21 |
|
|
2021
Q3 | $2.21M | Buy |
13,504
+119
| +0.9% | +$19.5K | 1.29% | 9 |
|
|
2021
Q2 | $2.08M | Buy |
13,385
+592
| +5% | +$92.1K | 0.54% | 16 |
|
|
2021
Q1 | $1.95M | Buy |
12,793
+621
| +5% | +$94.5K | 0.48% | 16 |
|
|
2020
Q4 | $1.55M | Sell |
12,172
-521
| -4% | -$66.2K | 0.39% | 18 |
|
|
2020
Q3 | $1.22M | Buy |
12,693
+1,653
| +15% | +$159K | 0.35% | 21 |
|
|
2020
Q2 | $1.04M | Buy |
11,040
+7,144
| +183% | +$672K | 0.32% | 22 |
|
|
2020
Q1 | $351K | Buy |
3,896
+620
| +19% | +$55.9K | 0.12% | 21 |
|
|
2019
Q4 | $457K | Hold |
3,276
| – | – | 0.13% | 19 |
|
|
2019
Q3 | $386K | Buy |
3,276
+900
| +38% | +$106K | 0.12% | 20 |
|
|
2019
Q2 | $266K | Buy |
+2,376
| New | +$266K | 0.08% | 22 |
|