Advance Capital Management’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 | $1.1M | Sell |
3,804
-52
| -1% | -$15.1K | 0.05% | 55 |
|
|
2025
Q1 | $946K | Buy |
3,856
+174
| +5% | +$42.7K | 0.05% | 57 |
|
|
2024
Q4 | $883K | Sell |
3,682
-50
| -1% | -$12K | 0.04% | 59 |
|
|
2024
Q3 | $787K | Buy |
3,732
+257
| +7% | +$54.2K | 0.03% | 65 |
|
|
2024
Q2 | $703K | Buy |
3,475
+47
| +1% | +$9.51K | 0.03% | 67 |
|
|
2024
Q1 | $687K | Buy |
3,428
+48
| +1% | +$9.62K | 0.05% | 66 |
|
|
2023
Q4 | $575K | Buy |
3,380
+20
| +0.6% | +$3.4K | 0.05% | 59 |
|
|
2023
Q3 | $487K | Buy |
3,360
+71
| +2% | +$10.3K | 0.05% | 66 |
|
|
2023
Q2 | $478K | Buy |
3,289
+390
| +13% | +$56.7K | 0.05% | 62 |
|
|
2023
Q1 | $378K | Buy |
2,899
+125
| +5% | +$16.3K | 0.07% | 68 |
|
|
2022
Q4 | $372K | Buy |
2,774
+6
| +0.2% | +$805 | 0.05% | 65 |
|
|
2022
Q3 | $289K | Buy |
2,768
+205
| +8% | +$21.4K | 0.04% | 67 |
|
|
2022
Q2 | $289K | Buy |
2,563
+204
| +9% | +$23K | 0.03% | 63 |
|
|
2022
Q1 | $322K | Buy |
2,359
+3
| +0.1% | +$409 | 0.04% | 58 |
|
|
2021
Q4 | $373K | Buy |
+2,356
| New | +$373K | 0.08% | 55 |
|